The Numbers Don't Lie: U.S. Election Guide to Markets

The video discusses the impact of US politics on financial markets, focusing on four main asset classes: currencies, US Treasurys, stocks, and commodities. It highlights how the Mexican peso's value is influenced by US election dynamics, particularly the polling numbers of Clinton and Trump. The bond market is affected by potential election outcomes, with a Clinton victory possibly leading to a bond sell-off. The stock market shows varying sensitivity to political changes, with financials showing a strong correlation to Trump. Lastly, commodities like gold and silver are seen as safe havens, with their prices rising in response to political uncertainties.

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