Pricing in the 2020 U.S. Election

The video discusses the results of an Emerson poll showing Donald Trump as the victor in a Democratic debate, with speculation on the upcoming election. Clients believe Trump may win but are adjusting portfolios for uncertainty. A survey reveals mixed expectations on Trump's impact on the stock market, with more optimism if another Republican wins. Economic factors like commodity prices and climate change are crucial for the election, and policy impacts such as tax cuts and deregulation are discussed. The importance of Congress's composition is also highlighted.

What factors are considered critical for the economy going into the election?

How might a divided Congress affect the legislative process if Trump is reelected?