Qontigo's d'Assier Says Markets 'Like a Divided Government'

The transcript discusses potential market reactions to a Democratic win, focusing on green energy, big tech, and infrastructure. It analyzes the impact of bond yields and the Federal Reserve's role in maintaining economic stability. The discussion also covers US manufacturing growth, economic recovery, and the implications of US-China relations under a Biden administration.

What factors could lead to aggressive repricing in assets according to the discussion?

How might the market react to a divided government compared to a unified government?

What are the potential implications of a Democratic win and a Democratic Senate on the Biden agenda?

How might the Federal Reserve respond if bond yields rise above 1%?

What does the recent manufacturing data suggest about the economic recovery?

What are the expectations regarding corporate bonds in relation to the economic recovery?

In what ways might the Biden administration's approach to China differ from that of the Trump administration?