Is The 2024 Election Relevant To Investors?

21 Aug 2023

by Matt Gertken, Chief Geopolitical/US Political Strategist

The next six-to-nine months hold a crucial test of whether the equity market will ratify the soft landing and the Biden administration or not. If so, then markets will rally on policy continuity and likely gridlock. If not, then markets will struggle until the election is over and again in 2025-26.

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