Morning Meeting: Markets and the U.S. Election

The video discusses the potential impacts of the US election on financial markets, focusing on the risks associated with policy changes. It highlights the importance of whether the winning party gains control of Congress to implement policies. The discussion covers the implications of one-party control, particularly under a Trump presidency, and the potential for fiscal stimulus and tax reform. The fluid nature of policy proposals is also examined, emphasizing the need for investors to consider hedges.

What are some potential market impacts if one party controls both the White House and Congress?

How do the tax reform proposals from Clinton and Trump differ in their approach to tax expenditures?