Macro Strategy Insights

Big Beautiful Production for Security

The “Big Beautiful Bill” is now law (which always brings back childhood memories of Schoolhouse Rock – yes, we had that in Canada too 😊). If you don’t know the “I’m Just a Bill” song it is well worth a quick search. We are taking the view that the new tax law is a big positive for the economy and markets. Yes, we can all argue who benefitted the most and who got hurt by the bill. We can worry about the deficit. The law is probably far from anyone’s ideal vision of a “perfect” law, but we don’t think ... Big Beautiful Production for Security

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