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Leger: Economy Not Growing as Fast as Investors Think, Favors Financials & Software

Source: youtube.com

Analyst InsightsInterest Rates & YieldsEconomic DataElections & Domestic Politics

With the midterm elections over, Talley Leger says investors can refocus on company fundamentals heading into the end of 2026. He argues that the correlation between nominal GDP growth and the 10-year Treasury yield supports a tactical rally in nominal GDP growth.

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