The United States Congress has now passed a $1.2 trillion bipartisan infrastructure bill. This video covers what is in the bill, some of the positives and negatives, and whether there are any investment opportunities.
In short, the bill contains some necessary expenditure. It could weakly stimulate economic growth. But, it can risk some inflation. There are limited investment opportunities because investing on it involves trying to determine which specific companies might be best placed to gain from government contracts. This might be doable in some areas, but is relatively challenging. Further, much of the market impact might already be priced in. Nevertheless, it is generally good news for the stock market (broadly).
Time stamps
* 0:00 Introduction
* 1:12 Infrastructure bill explained
* 9:26 Positives & Negatives (Briefly)
* 10:27 Investment opportunities?
* 14:25 Concluding Thoughts
#Infrastructure #Investment
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