Macro Strategy Views: How the US election could boost the US economy and equities

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.