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What elections mean for markets this year

Unhedged

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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.

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