Thoughts on the Market

US Elections: The Wait for Clarity

Sep 25, 2024
Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research, shares insights on the uncertain trajectory of the upcoming US presidential election. He highlights that investors should prepare for delays in result announcements, similar to the prolonged uncertainty seen in 2020. With tight races and increased mail-in voting, quick outcomes may not be guaranteed. Zezas urges patience and strategic thinking as the market grapples with this critical moment in US politics.
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ADVICE

Prepare for Delayed Election Results

  • Investors should prepare for potential delays in the 2024 US election results.
  • The outcome might not be clear for days, similar to 2020, impacting markets.
INSIGHT

2020 Election Delays

  • The 2020 election results were delayed due to tight vote counts and increased mail-in ballots.
  • This delay in outcome projection is expected to happen again in 2024.
INSIGHT

Factors Contributing to Potential Delays

  • Similar dynamics as 2020, like close polls and substantial mail-in voting, are expected in 2024.
  • Georgia's new hand-counting rule could further delay results if it's a tipping point state.
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