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, it may need more Treasury issuance, spooking bonds (higher yields).  
Higher deficits could also fuel inflation.  
Cyclical sectors like energy (no green subsidies), industrials (more infrastructure), finance (less uncertainty, steeper yield curve), and consumer goods (lower taxes) should gain