Beyond Markets

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

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.