US Election: Waiting Out a Close Race

In this podcast episode, Michael Zezas from Morgan Stanley explores the upcoming U.S. election and its significant impact on financial markets. He discusses the uncertainties surrounding the election results, including possible delays and key policy areas that could affect major sectors. By analyzing various scenarios for both presidential candidates and Congress, listeners gain a deeper insight into how factors like swing states and mail-in ballots could not only determine the election outcome but also influence the economy afterward.