at the barrel of a gun. russians have orchestrated sham referendum votes in four occupied regions in ukraine. plus, calling trump s bluff. the former president and his lawyers publicly suggested the fbi planted evidence at mar-a-lago. now the trump appointed or approved special master is daring them to make that claim in court. we begin at the white house. notably this is a political venue for president biden s speech moments from now. what are we expecting to hear from the president? this is all part of the amped up political activity we ve seen from president biden as he is anticipating and describing what he believes will be a very tight midterm election campaign. that is why the president is using these types of political events to, one, try to tout some of the legislative accomplishments his white house has achieved, things like infrastructure, bipartisan agreements when it comes to guns and also the recently passed inflation reduction act which touches economic, clima
Ganeshram Jayaraman of Avendus Spark discusses the portfolio construct with a focus on defensives and industrials. He is cautious on the macro outlook, expects volume growth to be the key driver, and highlights the evolving consumption patterns in the rural economy. PSU banks and sectors dependent on government capex may face challenges.
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