The Presidential Sprint – U.S. Election Implications: BI Replay

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Duration: 57 Minutes

Original Date: September 11, 2024

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As the 2024 U.S. elections draw ever-nearer, Capital Alpha Partners’ senior policy analysts James Lucier, Byron Callan, and Ian Katz join Bloomberg Intelligence to discuss the potential macro implications of November’s outcome, including on fiscal policy, trade, geopolitics and the Fed. How can we expect a second Trump administration to differ from the first, a Harris administration to differ from Biden's, and the two candidates' four-year plans to differ from one another's? Capital Alpha Partners is an independent research provider, founded in 2007, and focused on the implications of U.S. public policy across financials, health care, energy, TMT, industrials, defense and the macro landscape. For more details or to trial their work, please contact capitalalpha@capalphadc.com directly.

The Presidential Sprint – U.S. Election Implications: BI Replay

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