Talking Data Episode #4: The Election

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

In today’s installment, we will be discussing the Election and the markets.

Topics include:
• Betting Markets vs. the Polls for the U.S. Presidential Election.
• Significance of the upcoming debate.
• What is the impact on the market if we have a contested outcome. If it takes weeks or months to declare a winner, how do you think the market will react during that time frame?
• Let’s consider this scenario. It is ninety-days post-election. What do equities do with a Biden victory in comparison to a Trump victory?