Mind the Gap: a historically polarized US election

Eye on the Market, September 30, 2024

Mind the Gap: candidate policy comparisons in a historically polarized US Election; China stimulus package

The US is about to conduct its most polarized Presidential election in 100 years.? Today’s note looks at candidate policy differences and implications for investors: government spending, taxation, tariffs, trade, immigration, regulation, NATO, energy, price controls and the Electoral College.? We conclude with analysis of the China stimulus package, which might have a better chance of succeeding than recent failed efforts.

https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/eye-on-the-market/mind-the-gap/

Michael Cembalest, JP Morgan Asset Management