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Home > Macro Strategy Views > Macro Strategy Views: How the US election could boost the US economy and equities
Podcast: Macro Strategy Views
Episode:

Macro Strategy Views: How the US election could boost the US economy and equities
Category: Business
Duration: 00:28:42
Publish Date: 2020-09-28 12:09:10
Description: Today, we discuss the US election and the implications for the economy and equities. We discuss the degree to which a united democratic government would lead to a demand boost and how this compares with a republican sweep. We discuss the implication of the election for the US’s approach to China and how we believe it will affect global equities. Global Head of FI&C Research Thomas Harr chairs today’s podcast and is joined by US economist Mikael Olai Milhøj and Senior Equity Strategist Bjarne Breinholt Thomas.
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