Scott on why the fiscal impulse could turn positive heading into midterms.

"The fiscal deficit impulse has turned negative, and that's been a huge driver of risk asset returns since Covid. But deficits are structurally going to persist. I would be a betting man that this impulse will probably start to turn positive as we get closer to midterms."

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。