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US & Euro 4Q24/2025 Preview Outlook
Oct 1, 2024
The podcast explores critical insights into the upcoming U.S. election, examining how polling trends could shift voter sentiment and potentially favor Harris. The hosts analyze the financial outlook for the U.S. and Euro markets heading into 2024 and 2025, focusing on central bank policies and economic influences from China. They delve into the dynamics of credit markets, highlighting the underperformance of cash versus high-yield investments. Additionally, they discuss stagflation risks and their implications for future investment strategies.
58:21
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Quick takeaways
- The outcome of the upcoming U.S. election is predicted to significantly impact market dynamics and investment strategies for 2025.
- A risk of reacceleration of inflation poses challenges for fixed income strategies, particularly if a unified government leads to increased spending.
Deep dives
2025 Market Outlook and Elections
The upcoming U.S. election is expected to play a significant role in shaping the macroeconomic landscape for 2025. Predictions indicate a preference for a Harris victory coupled with a divided Congress, as reflected in recent polling. This scenario implies a continued focus on policy continuity, with potential impacts on taxes and tariffs. The analysts suggest that the election outcome will significantly influence market dynamics, particularly in how investors position themselves in anticipation of changing political landscapes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode