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Sign InFrench assets have been sending distress signals for months, and now unstable political dynamics and overly expansionary fiscal policy are coming to a head. … Also: Melissa reviews the Fed’s latest Financial Stability Report, giving YRI’s take on the Fed’s market concerns. … And: Where are stock investors allocating funds to play the Trump 2.0 investment theme? Joe’s data suggest SmallCaps, MidCaps, and cyclical sectors are increasingly in vogue.
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