The Impact of the 2024 Presidential Election on Financial Markets

The Pallas Perspective

In this week's podcast, find out why looking ahead to 2025 and beyond, the impact of the election is shaping up with the following expectations:
• Lower taxes for corporations and individuals
• Reduced regulation, benefiting more domestic-oriented companies
• Higher long-term Treasury rates and fewer Fed funds rate cuts
• Weaker growth in global markets
• A stronger USD, driven by better relative U.S. growth and higher yields
• Higher inflation, driven by stronger economic growth and tariffs on imports

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