Could Expanded M&A Activity Revive Value?

“A person's worth is measured by the worth of what he values.” ― Marcus Aurelius.

Chart of the Day Good morning! After Donald Trump won re-election in 2024, many observers – including Head of Research Tom Lee – anticipated that for various reasons, his second term would lead to a boost in M&A dealmaking, causing a tailwind for markets. That did not immediately come to pass after he moved back into the White House. The administration began by focusing on trade policy ...

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