Thoughts on the Market

US Election: A Game Of Inches

Sep 4, 2024
Michael Zezas, Global Head of Fixed Income and Thematic Research at Morgan Stanley, shares insights on the U.S. election landscape. Despite recent political events, he argues that the overall impact on investors remains minimal. Key points include the nominal effect of third-party candidates, like Robert F. Kennedy Jr., and how historical trends suggest these candidates rarely alter election outcomes. Zezas emphasizes the importance for investors to focus more on economic indicators than the election cycle itself.
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