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@swiftriver
Gene Goldman says the "big and beautiful" bill brings clear benefits for businesses and families, boosting profits and stock prices. Ignoring the CBO's estimate of $3-3.4 trillion 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 are likely to gain.
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