$STATEINT - Increasing trend towards state-driven and community-oriented policies, particularly as younger generations gain electoral majority in developed countries.
$PRODUCT - Significant increase in productivity expected over the next two decades, potentially reaching 4-6% per annum, driven by technological advancements and changes in the job market.
$DEFENSE - Potential increase in defense spending in the US and Europe without significant inflationary impact, suggesting a positive outlook for the defense sector.
Bearish:
$USLABOR - Potential negative impacts on the US labor market due to restrictive immigration policies, leading to market frictions, tightening, and possible inflation.
$USTARIFF - Negative impact of imposing tariffs on domestic manufacturers and exporters, effectively taxing US businesses.