Evercore's Hyman: Trump Victory Would Lead to Market Drop

The transcript discusses market predictions post-2017, focusing on the potential impacts of a Trump presidency compared to a Clinton victory. It analyzes market reactions to Brexit and investor concerns about protectionism and uncertainty. The discussion also covers recession risks, economic outlook, and the influence of emerging markets, particularly China, on the global economy. Key points include the potential for lower taxes, increased fiscal spending, and new trade deals under Trump, as well as the impact of US wages and monetary policies on economic growth.

How does the uncertainty surrounding trade agreements affect investor sentiment?

What factors contribute to the current optimism about the U.S. economy despite election uncertainties?

What does Ed Hyman predict about the GDP growth for China in the fourth quarter?