RBC BlueBay Insights

Implications of the US elections - David Riley


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David Riley joins us on the BlueBay Insights podcast to share initial thoughts on the US election, fiscal stimulus in Europe and a market rally.

We asked David:

  1. Where do we stand right now in terms of the US presidential election?
  2. Is there a chance of a contested election?
  3. You have previously highlighted the importance of which party controls the Senate. What happened in the Senate race?
  4. Why did markets rally through yesterday despite the uncertainty around the US elections?
  5. What do you think are the market implications of a Biden presidency and split Congress?
  6. Finally to Europe: the second wave of the virus in Europe has taken off and governments have announced tighter social distancing restrictions, what is the fiscal response?


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