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The Tell: What will stocks do if Clinton or Trump boost infrastructure spending?

In what’s otherwise the most divisive and downright bizarre election year in living memory, Hillary Clinton and Donald Trump agree on the need to spend billions upgrading America’s woeful infrastructure. And if either can deliver, it might be good news for stocks.

Clinton, the Democratic nominee, has proposed a $275 billion increase in infrastructure spending over five years, while her Republican rival has pledged to spend double that amount or more.

Clinton’s plan would allocate $250 billion to direct public investment, with a further $25 billion allocated to a “national infrastructure bank” that the Clinton campaign says would be leveraged to support up to an additional $225 billion in direct loans, loan guarantees and other types of credit.

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