UBS On-Air: Market Moves
CIO Global Livestream: What is driving markets - Elections or earnings?
Jul 23, 2024
Global experts Kiran Ganesh, Tom McLoughlin, Nadia Lovell, & Constantin Bolz discuss US election impact on markets, Harris's role, earnings vs elections, small cap performance, trade relationships, interest rates, and investment strategies.
28:47
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Quick takeaways
- US election landscape shapes campaign messaging and strategy, impacting investor sentiment.
- Earnings growth for companies, especially in financials, drives market optimism amid political volatility.
Deep dives
Impact of Recent Political Developments on Investing
Recent events such as President Biden withdrawing his candidacy and historic political shifts have shaped the US election landscape. Vice President Harris's nomination has energized the Democratic Party and forced the Republicans to recalibrate their campaign messaging. The focus on border protection and portraying Harris as too progressive indicates a shift in strategy. The competitive nature of the election campaigns and the impact on messaging present an evolving narrative for investors.
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