The chapter delves into the potential outcomes of political statements and leadership scenarios from the Democratic Party, discussing the implications on policies such as the Inflation Reduction Act and its effect on industries like clean energy. It explores the differences in potential policy implementations under a President Trump administration versus a Vice President Kamala Harris administration, emphasizing the need for scenario analysis to prepare for various outcomes in Washington and global markets.
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Bloomberg Intelligence Senior Policy Analyst Nathan Dean explains how sectors, from banks to electric vehicles to big technology firms, will likely face a status quo policy environment under Vice President Kamala Harris if she were to win the presidential election in November. Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick and Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams break down the investor’s reaction to President Biden dropping out race for the White House. Juliann Edwards, Chief Development Officer of The Nuclear Company, talks about plans to construct a series of nuclear power plants in the US. And we Drive to the Close with Chris McMahon, CEO of Aquinas Wealth Advisors.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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