What Does M&A Activity Tell Us About U.S. Election?

The transcript discusses the market's reaction to the upcoming election, with a focus on the potential outcomes and their impact on business confidence and M&A activity. It predicts a Clinton presidency with a Republican-controlled House, which is seen as favorable for maintaining the status quo. The discussion also covers the regulatory landscape, highlighting the risks associated with large deals due to political factors, as seen in the AT&T and Time Warner case.

How might the regulatory landscape change depending on the election outcome?

What role does politics play in the approval of large deals, as discussed in the text?