US Presidential Race 2024: Cutting through the noise

from Beyond Markets · host Julius Baer

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts On Tuesday night, Former President Donald Trump and Vice President Kamala Harris faced off for the first time at the US presidential debate, each presenting two starkly differing visions for the country.Join Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Specialists Asia at Bank Julius Baer as they analyse the implications of each candidate's policy proposals, and how investors can navigate the potential shifts in the political landscape.1:15 The significance of the US presidential election3:29 How might Trump’s tariffs impact the economy?6:06 Trump’s energy policy and inflation8:18 Can the Fed keep its independence?9:34 Trump’s tax policy and potential deficit impact11:53 How can investors position in a Trump sweep?13:19 Harris’ tax policy and potential deficit impact15:37 Do price controls actually work?18:37 How might a Harris victory impact the economy?20:20 Why have bond markets not responded more significantly yet?21:38 What the polls are saying23:07 Predicting the outcome24:30 A very tight race

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