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	<title>Search Results for &#8220;fiscal policy&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;fiscal policy&#8221; &#8211; ISABELNET</title>
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		<title>U.S. Inflation &#8211; Cleveland Median CPI vs. M2 Savings Deposits</title>
		<link>https://www.isabelnet.com/u-s-inflation-m2-money-supply-and-consumer-price-index/</link>
		
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		<pubDate>Wed, 18 Feb 2026 09:30:12 +0000</pubDate>
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					<description><![CDATA[U.S. Inflation &#8211; Cleveland Median CPI vs. M2 Savings Deposits When fiscal policy drives money creation, inflation risk jumps. Spending and liquidity rise together, and before long, too much money chases too few goods. Recent U.S. money trends point toward price pressures ahead. Image: Bloomberg]]></description>
		
		
		
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		<title>U.S. Financial Conditions Index and SLOOS</title>
		<link>https://www.isabelnet.com/impulse-to-quarterly-annualized-gdp-growth-from-fiscal-policy-and-financial-conditions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 05 Jan 2026 09:30:47 +0000</pubDate>
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					<description><![CDATA[U.S. Financial Conditions Index and SLOOS With financial conditions easing and banks pulling back on loan tightening, the U.S. economy looks poised for stronger investment, hiring, and growth. But those tailwinds could reignite inflation if demand runs ahead of supply. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Gold Price and World Military Expenses</title>
		<link>https://www.isabelnet.com/gold-supply-demand-shift-and-price/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Dec 2025 09:31:34 +0000</pubDate>
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					<description><![CDATA[Gold Price (5-Year Rolling Change) and World Military Expenses When governments ramp up military spending, gold tends to sparkle. Rising geopolitical risks and looser fiscal policy weaken paper currencies and revive inflation worries, sending investors back to bullion. Image: Gavekal, Macrobond]]></description>
		
		
		
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		<title>U.S. 10-Year Treasury Yield and Economic Surprise Index</title>
		<link>https://www.isabelnet.com/u-s-10-year-treasury-yield-and-economic-surprise-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 07 Jul 2025 08:30:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. 10-Year Treasury Yield and Economic Surprise Index Weakening U.S. economic data and evolving fiscal conditions have led Goldman Sachs to revise down Treasury yield forecasts, anticipating a more accommodative monetary policy with earlier and multiple Fed rate cuts in 2025. Image: Bloomberg]]></description>
		
		
		
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		<title>Survey &#8211; Credit Investors: What Are Your Biggest Concerns?</title>
		<link>https://www.isabelnet.com/survey-credit-investors-what-are-your-biggest-concerns/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 13 Jul 2024 08:30:43 +0000</pubDate>
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					<description><![CDATA[Survey &#8211; Credit Investors: What Are Your Biggest Concerns? The 2024 U.S. election outcome could significantly impact fiscal policy, debt, interest rates, inflation, and economic growth, which are key concerns for U.S. credit investors. Image: BofA Credit Investor Survey]]></description>
		
		
		
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		<title>U.S. Federal Government Fiscal Balance</title>
		<link>https://www.isabelnet.com/u-s-federal-government-fiscal-balance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 06 Jul 2023 09:30:50 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Federal Government Fiscal Balance Running deficits over an extended period of time is not a sustainable fiscal policy. Image: BofA Global Investment Strategy]]></description>
		
		
		
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		<title>US vs. China &#8211; Fiscal Balance and Central Bank Assets</title>
		<link>https://www.isabelnet.com/us-vs-china-fiscal-balance-and-central-bank-assets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 31 Dec 2021 11:30:31 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[US vs. China &#8211; Fiscal Balance and Central Bank Assets As the chart shows, the U.S. and China have two very different policy responses to the pandemic crisis. Image: Alpine Macro]]></description>
		
		
		
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		<title>Earnings &#8211; STOXX Europe 600 EPS Level</title>
		<link>https://www.isabelnet.com/earnings-stoxx-europe-600-eps-level/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Nov 2021 11:30:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Earnings &#8211; STOXX Europe 600 EPS Level Thanks to an accomodative monetary and fiscal policy, the STOXX Europe 600 EPS is growing much faster than during the last cycle (2007-2019). Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Effect of Fiscal Policy on Real U.S. GDP Growth</title>
		<link>https://www.isabelnet.com/effect-of-fiscal-policy-on-real-u-s-gdp-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 09 Sep 2021 11:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Effect of Fiscal Policy on Real U.S. GDP Growth Goldman Sachs is more optimistic than consensus and expects 2022 U.S. GDP to grow at 4.6%. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Federal Deficit and Balance Sheet Expansion</title>
		<link>https://www.isabelnet.com/u-s-federal-deficit-and-balance-sheet-expansion/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 10 Jun 2021 11:30:21 +0000</pubDate>
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					<description><![CDATA[U.S. Federal Deficit and Balance Sheet Expansion Is the U.S. fiscal and monetary policy response to the COVID-19 crisis appropriate to ensure continued economic growth? Image: Deutsche Bank]]></description>
		
		
		
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		<title>Bull-Bear GDP Growth Forecasts</title>
		<link>https://www.isabelnet.com/bull-bear-gdp-growth-forecasts/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Nov 2020 13:30:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Bull-Bear GDP Growth Forecasts The bull case scenario consists of a more accommodative fiscal policy and a faster return to normal&#160;with a vaccine broadly available more quickly. Image: Morgan Stanley Research]]></description>
		
		
		
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		<title>Potential Impact of Biden-Harris Policy Agenda on S&#038;P 500 EPS</title>
		<link>https://www.isabelnet.com/potential-impact-of-biden-harris-policy-agenda-on-sp-500-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 01 Oct 2020 12:31:35 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Potential Impact of Biden-Harris Policy Agenda on S&#038;P 500 EPS The S&#38;P 500 EPS forecast depends on fiscal stimulus and corporate tax reform.  Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Fiscal Policy Easing Response to Coronavirus Crisis</title>
		<link>https://www.isabelnet.com/fiscal-policy-easing-response-to-coronavirus-crisis/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 Jul 2020 13:30:39 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fiscal Policy Easing Response to Coronavirus Crisis The U.S. fiscal response to the coronavirus crisis is massive. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Fiscal and Monetary Policy &#8211; S&#038;P 500 Real Total Return vs. the Fed Balance Sheet</title>
		<link>https://www.isabelnet.com/fiscal-and-monetary-policy-sp-500-real-total-return-vs-the-fed-balance-sheet/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 07 May 2020 12:30:19 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fiscal and Monetary Policy &#8211; S&#38;P 500 Real Total Return vs. the Fed Balance Sheet This chart shows the S&#38;P 500 Real Total Return vs. the Fed balance sheet since 1937. Image: Fidelity Investments]]></description>
		
		
		
			</item>
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		<title>Fiscal Policy &#8211; U.S. Fiscal Response to Coronavirus and Global Financial Crisis</title>
		<link>https://www.isabelnet.com/fiscal-policy-u-s-fiscal-response-to-coronavirus-and-global-financial-crisis/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 06 May 2020 13:30:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fiscal Policy &#8211; U.S. Fiscal Response to Coronavirus and Global Financial Crisis This chart puts into perspective the massive U.S. fiscal response to the coronavirus pandemic in 2020. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Fiscal Policy &#8211; Discretionary Fiscal Easing in Response to Coronavirus Crisis</title>
		<link>https://www.isabelnet.com/fiscal-policy-discretionary-fiscal-easing-in-response-to-coronavirus-crisis/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Apr 2020 13:30:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fiscal Policy &#8211; Discretionary Fiscal Easing in Response to Coronavirus Crisis This chart puts into perspective the U.S. fiscal stimulus relative to other countries. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Emerging Markets Monetary and Fiscal Policy</title>
		<link>https://www.isabelnet.com/emerging-markets-monetary-and-fiscal-policy/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 18 Feb 2020 14:30:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Emerging Markets Monetary and Fiscal Policy This chart puts monetary and fiscal policy in emerging markets into perspective (now to end 2020). Image: Capital Economics]]></description>
		
		
		
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		<title>Effect of Fiscal Policy on U.S. Real GDP Growth</title>
		<link>https://www.isabelnet.com/effect-of-fiscal-policy-on-u-s-real-gdp-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 26 Nov 2019 14:04:37 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=19444</guid>

					<description><![CDATA[Effect of Fiscal Policy on U.S. Real GDP Growth This chart suggests a negative effect of fiscal policy on real GDP growth in 2020. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Effect on U.S. GDP Growth from Financial Conditions, Fiscal Policy and Trade War</title>
		<link>https://www.isabelnet.com/effect-on-u-s-gdp-growth-from-financial-conditions-fiscal-policy-and-trade-war/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 24 Oct 2019 13:15:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Effect on U.S. GDP Growth from Financial Conditions, Fiscal Policy and Trade War Financial Conditions should offset the effect of the trade war in 2020. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Fiscal Policy Contribution to U.S. Real GDP Growth</title>
		<link>https://www.isabelnet.com/fiscal-policy-contribution-to-u-s-real-gdp-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 14 Oct 2019 11:50:02 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fiscal Policy Contribution to U.S. Real GDP Growth The impact of fiscal policy contribution to U.S. real GDP growth is expected to fade in 2020. Image: Morgan Stanley]]></description>
		
		
		
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