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Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
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After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.
