
Top of the Morning: Emerging Markets - Patiently awaiting the US elections
UBS On-Air: Market Moves
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US Elections and Emerging Markets
This chapter examines the historical effects of U.S. election results on emerging market assets, emphasizing that performance trends favor Democratic leadership. It analyzes how upcoming elections could affect growth rates, interest rates, and trade tariffs through various channels, while highlighting the complexities of different political outcomes.
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