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8min chapter
US Rates: US Rates Markets 2024 Mid-year Outlook
At Any Rate
Market Outlook: The Influence of the Upcoming Presidential Election
This chapter analyzes how the upcoming presidential election will impact the market outlook, covering potential election outcomes and their effects on fiscal policy, tax cuts, tariffs, deficit projections, interest rates, yield curve, Treasury supply, and more. Discussions also include implications on trade flows, consumer prices, inflation markets, and term funding premium and swap spreads.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode