No single ticker was named. Defense & aerospace ETFs are one way for retail investors to get exposure. Not a recommendation.
Fiscal impulse to boost 2026-27 growth above consensus
The speaker argued that the impact of the 'one big ugly bill' and rising 'true interest expense' will create a meaningful positive fiscal impulse in 2026 and 2027, likely driving real GDP growth to at least 3%, above consensus expectations of 2%.
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