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Luke Lloyd calls 2025 the year of “exuding confidence.” He thinks the equal-weight S&P 500 will outperform the normal SPX as other companies catch up to the Mag 7. He thinks tariffs will benefit “the whole world” since it forces everyone to the negotiating table. He also thinks the DOGE department will lead to lower rates and expects a couple of rate cuts this year.

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Lloyd: Tariffs Will Benefit ‘The Whole World’

Schwab Network

Lloyd: Tariffs Will Benefit ‘The Whole World’