UBS On-Air: Paul Donovan Daily Audio 'Cold realities'
UBS On-Air: Market Moves · Podcast owner
June 28, 20242m 36s
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Show Notes
Polls immediately after the US presidential debate declared former President Trump the winner. While incumbents often “lose” debates, US President Biden reportedly lost by a large margin. This invites increased investor scrutiny of Trump’s policies, especially around trade. The economic consequences of tariffs are relatively obvious, but there is uncertainty about how many campaign pledges will translate into policy action.