
What elections mean for markets this year
Unhedged
00:00
Forecasting Elections and Market Implications
The chapter delves into predictions for the UK and US elections, foreseeing a labor win in the UK while remaining uncertain about the US presidential election. Market reactions, especially to a potential Trump re-election, are examined with a focus on inflationary outcomes. The delicate balance central banks face in adjusting rates before elections and the complexities of predicting market trends based on political outcomes are also discussed.
Transcript
Play full episode