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Trading Points: Trump, Housing & Private Credit

  • Mar 5
  • 7 min read

Updated: Jul 9

March 6, 2025 | Premium Service | In this issue of The Institutional Risk Analyst, we provide our subscribers with some contrarian thoughts about the US economy in 2025 and the pro-business environment being created by President Donald Trump. We also update readers on some of the more interesting movers in mortgage finance, banking and credit during 2024 as Q1 2025 draws to a close. Is it time to sell credit managers?

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