What do bond markets know about the election?
Unhedged
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Election Insights: Bonds and Voter Dynamics
This chapter explores the bond market's influence on the upcoming election, focusing on the implications of a 'Trump trade' amid changing yields and strong job reports. It delves into polling trends, undecided voters, and economic concerns affecting voter sentiments, drawing historical parallels to previous elections. Additionally, the chapter examines potential electoral outcomes, campaign dynamics, and the possibility of a divided Congress impacting future economic policies.
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