Welcome to the ninth edition of our podcast series: Talking Data which offers timely insights into macro data and its impact on the economy and markets.

The Presidential Election is on everyone’s mind including investors. We have had the first debate, what are the changes in the Polls versus the Betting Markets?

• Biden is leading in the polls
- Betting markets see a Closer Race than the Polls
- Investors Align with the Betters

• If the Polls are Correct, this is Not Discounted in the Markets

• How do you perceive the Election is going to impact the financial markets?
- Who is better for the Markets? Trump or Biden?

• Trump’s Approval Rating and the Generic Ballot

• A Listener had a Question: What if there is not a Clear Winner?
- If it is January 20, 2021 and no one has been declared a Winner, what happens next?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

#9: Is the Election About to Take Center Stage?