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The Economic Times News

Markets / The Economic Times

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Santosh Rao sees market rotation, not a Santa rally at year-end

US President Trump's optimistic inflation comments contrast with consumer affordability concerns. While markets anticipate policy support and potential Fed easing, a stagflationary scenario remains a risk. Looking ahead to 2026, fiscal incentives and political compulsions are expected to drive economic momentum.

18 Dec 2025 12:09 pm