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JPMorgan: The New Investment Logic Under a "Blue Wave"
JPMorgan's Kasman and Chalet analyze how Democrats retaking Congress would roll back welfare cuts, loosen fiscal policy and widen the deficit, putting upward pressure on rates in 2027; tariffs are expected to edge higher, the Fed could see faster-than-expected personnel turnover, and Middle East and Latin American developments keep unsettling FX markets and trade.
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