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The Takeaway: The Galactic Mean Reversion is back
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Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain?
Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on what trade policy may mean for equities and how investors can respond.
Troy joins Content Strategist Harrison Beck to outline his frameworks for understanding the current tariff-inflected environment. He examines the contributing factors of the GDP, U.S. consumer and bank strength, and the concept he coined to describe this kind of market upheaval, “The Galactic Mean Reversion.”
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