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Thinking out loud: market implications of US elections

David Riley looks at the possible implications for financial market assets of US election outcomes based on our assessment of the policy agenda of the presidential candidates and their respective political parties.

The political priorities and policies of the government of the world’s largest economy and superpower evidently matters for international investors.

The checks and balances in the US Constitution limit the room for radical changes in policy direction and typically market volatility around US presidential and congressional elections is moderate and short-lived.

But these are extraordinary times with a pandemic, a global economy still recovering from the deepest recession in modern history, political polarisation and the fear of a delayed and contested election outcome.

To read the full article, download the PDF.