Bloomberg Intelligence cover image

Biden Drops Out, Harris Gains Support

Bloomberg Intelligence

CHAPTER

Market Dynamics and Political Landscape Shifts

Exploring how recent market shifts following changes in the Democratic Party's ticket are influenced not just by political factors but also by interest rates, earnings, and individual company performances, emphasizing that core market movements are based on fundamentals. The conversation also delves into the Republican Party's new focus on tariffs, workers, and defense, noting the limited room for economic policy maneuvering for the future White House occupant, with concerns about deficit implications on markets.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner