The Pallas Perspective

The Impact of the 2024 Presidential Election on Financial Markets


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In this week's podcast, find out why looking ahead to 2025 and beyond, the impact of the election is shaping up with the following expectations:

• Lower taxes for corporations and individuals
• Reduced regulation, benefiting more domestic-oriented companies
• Higher long-term Treasury rates and fewer Fed funds rate cuts
• Weaker growth in global markets
• A stronger USD, driven by better relative U.S. growth and higher yields
• Higher inflation, driven by stronger economic growth and tariffs on imports

 

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The Pallas PerspectiveBy Pallas Capital Advisors