moosewoods
@moosewoods
Gene Goldman from Cetera says the "Big and Beautiful" bill brings clear benefits for businesses and families, boosting profits and stocks. Ignoring the CBO's estimate of $3-3.4T added debt over a decade. More Treasury issuance may spook bonds, pushing yields up. Higher deficits could also fuel inflation fears. Cyclical sectors like energy, industrials, finance, and consumer goods likely gain the most.
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