2024 US Election: Is your portfolio ready?
John J. Hardy
Global Head of Macro Strategy
Summary: The recording of an in-depth webinar we hosted with special guest Blu Putnam, former CME Group Chief Economist. It covers everything US Election related: where the economy is headed, election scenarios and where the odds may have it wrong, and the election impact under the very different scenarios.
This is a recording of the in-depth webinar we hosted with special guest Blu Putnam, former CME Group Chief Economist. It covers everything US Election related:
- Where the US economy is and whether we are set for hard-, soft- or no landing
- How the election odds are shaping up and what the betting markets may be missing
- How financial markets may react to the different scenarios, from a Trump sweep to Trump- or Harris gridlock.