Matt Mish, head of credit strategy at UBS, joins Bloomberg's James Crombie and senior analyst Julie Hung to dissect the impact of the US election on credit markets. Mish predicts that a Kamala Harris victory would favor bonds in basic industries and utilities due to support for existing stimulus policies. On the flip side, he warns that a Democratic win could hinder tech and telecom debt. They also discuss the outlook for US consumers, the stress in private credit markets, and the potential positives for energy and defense under a Trump presidency.
