US Presidential Race 2024: Cutting through the noise
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Show Notes
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.
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On Tuesday night, Former President Donald Trump and Vice President Kamala Harris faced off for the first time at the US presidential debate, each presenting two starkly differing visions for the country.
Join Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Specialists Asia at Bank Julius Baer as they analyse the implications of each candidate's policy proposals, and how investors can navigate the potential shifts in the political landscape.
1:15 The significance of the US presidential election
3:29 How might Trump’s tariffs impact the economy?
6:06 Trump’s energy policy and inflation
8:18 Can the Fed keep its independence?
9:34 Trump’s tax policy and potential deficit impact
11:53 How can investors position in a Trump sweep?
13:19 Harris’ tax policy and potential deficit impact
15:37 Do price controls actually work?
18:37 How might a Harris victory impact the economy?
20:20 Why have bond markets not responded more significantly yet?
21:38 What the polls are saying
23:07 Predicting the outcome
24:30 A very tight race