In this podcast episode, the host Vishy Tirupattur explores how the upcoming US elections could impact market dynamics. He points out that prediction markets are currently leaning towards Republicans, and he discusses the possible consequences of a Trump presidency, including changes to fiscal policies and tariffs. The conversation delves into how these political shifts might influence the equity markets, particularly through gradual tariff applications and deregulation measures. Additionally, the episode examines bond market reactions, comparing the current expectations from the Federal Reserve to those during the 2016 election. Ultimately, the discussion highlights the uncertainty surrounding the elections and the potential market volatility that may follow.
