Thoughts on the Market cover image

Thoughts on the Market

Less Impact Than You Might Think

Jul 10, 2024
Global Head of Fixed Income & Chief Global Cross Asset Strategist discuss minimal market impact of US, French, & Indian elections. Elections historically don't significantly affect stock returns. Analysis shows little difference in returns based on Democrat or Republican president. Positive outlook for European equities post-French election. Optimistic about Indian equities due to structural reforms & earnings growth. Caution towards euro amidst stronger dollar trend.
06:25

Podcast summary created with Snipd AI

Quick takeaways

  • Historical data shows US elections have minimal impact on markets pre-November.
  • French and Indian elections do not alter bullish outlook on European and Indian equities.

Deep dives

Impact of US Elections on Markets

The upcoming US elections are not likely to significantly impact markets in the run-up to November, as historical data shows that market behavior during election years is similar to other years. Regardless of the party that holds the White House, the trend of returns remains consistent. Differences in market performance are more pronounced after the elections, with various outcomes leading to divergent results such as in US rates and gold prices.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode