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.
Michael Cembalest, JP Morgan Asset Management
Thanks for sharing Michael Cembalest
Data Management Lead, JPMorgan Chase & Co.
1 个月Thank you for the analysis.