RSMR’s Post

The 2024 US election landscape has been marked by dramatic twists, including the attempted assassination of Donald Trump and Joe Biden’s withdrawal from the presidential race. With Biden’s full backing, Kamala Harris was swiftly positioned as the Democratic candidate for the November election, setting the stage for an intense and highly competitive race. In the latest #RSMR Investment Perspectives we're asking: - What if Trump or Harris get elected? - What’s going on in the market, and what ripple effects can we expect? - How do the macroeconomic uncertainties affect investment strategy? Click to read the article: https://lnkd.in/eGEKnskk Click to listen to the podcast: https://lnkd.in/erYGruwg #uselections #trumpadministration #kamalaharris #protectionism #usdollar

With the US elections upon us, investors have keen interest in how the new administration and its policies are likely to affect asset markets. Christian Dery, our Head of Macro Strategy, recently sat down with Institutional Investor to discuss his outlook for the US election and asset market risks and opportunities under various electoral outcomes. Read the full article here: https://lnkd.in/eKD6zBSx #USelection #macroeconomics #quantitativeinvesting 

Good news, but once again - an economist ignoring the recovery of unspent Billions from Bidenomics and the Green New Scam. "The man known as the "world's most accurate economist" has predicted that Republican presidential nominee Donald Trump will win the Nov. 5 presidential election, and that the GOP will take full control of Congress." "Christophe Barraud, the chief economist at Market Securities Monaco, has been named by Bloomberg as the top forecaster for 11 of the last 12 years. Barraud posted on X, "Looking at different metrics such as betting markets, polls, election modelers' forecasts, financial markets, as of now, the most probable outcomes are: [1] #Trump victory [2] #GOP clean sweep." Barraud said while a GOP takeover of the House may be trickier, it appears, at the moment, that they will prevail." "Barraud said a Trump win with Republican control of Congress could boost the GDP by 2.1% to 2.3% in 2025, as Trump would likely be able to implement tax cuts for corporations and focus on his domestic agenda. But Barraud warns that such tax cuts, without corresponding funds, could tick up the national deficit." https://lnkd.in/eFPFf-H4

With the election less than two weeks away, our focus isn’t on which sectors might win under Trump or Harris but on the growing deficit under each spending plan. While short-term deficits may boost the economy, the long-term impact is concerning.    At OneAscent Investment Solutions, we urge everyone to vote for fiscally responsible leaders. For investors, staying disciplined and diversified is key, regardless of election outcomes. To hear more from our team as the election nears, click the link below:    https://lnkd.in/eT4zDiJ7 Source: The Fiscal Impact of the Harris and Trump Campaign Plans-Mon, 10/07/2024 - 12:00 | Committee for a Responsible Federal Budget (crfb.org)

During our recent Private Wealth Investment Outlook webinar we asked, “Do you believe the direction of the economy and inflation are dependent on who will win the upcoming election?” With a split result, we took this question and more to Sam Potolicchio, a geopolitical thought leader, who breaks down the factors at play and provides an outlook for navigating the complex political landscape through November. Learn more by reading the full piece here: https://lnkd.in/eM-_FuWh

Are you wondering what impact the election year will have on your investments? 🇺🇸 Managing your wealth probably isn’t as convoluted by the election as you might think 🗳️ Register to attend our upcoming webinar hosted by two leading voices in the financial services space: ⭐ Ryan Detrick, CMT, Carson Group, Chief Market Strategist ⭐ Sonu Varghese, Ph.D., Carson Group VP, Global Macro Strategist Together, they’ll discuss: 🔴 What to expect from markets before and after the election ⚪ Why the person in the White House doesn’t matter for your investments 🔵 What won’t change in the economy and your investments - no matter who wins 🔴 Why tax will be an especially hot topic this election cycle ⚪ Why this election is - and isn't - important for your tax return Join us for an informative webinar that will answer your questions about how the already-tumultuous election might impact the rest of the year (and beyond) 🇺🇸 Save Your Spot for Managing Your Wealth (and Sanity) in an Election Year 🇺🇸 Register here ➡️ https://lnkd.in/gtmeTi2y 📣 Registering for the webinar will give you access to watch on-demand‎ #election2024 #webinar #personalfinance

Are you wondering what impact the election year will have on your investments? 🇺🇸 Managing your wealth probably isn’t as convoluted by the election as you might think 🗳️ Register to attend our upcoming webinar hosted by two leading voices in the financial services space:  ⭐ Ryan Detrick, CMT, Carson Group, Chief Market Strategist  ⭐ Sonu Varghese, Ph.D., Carson Group VP, Global Macro Strategist Together, they’ll discuss:  🔴 What to expect from markets before and after the election  ⚪ Why the person in the White House doesn’t matter for your investments 🔵 What won’t change in the economy and your investments - no matter who wins 🔴 Why tax will be an especially hot topic this election cycle ⚪ Why this election is - and isn't - important for your tax return Join us for an informative webinar that will answer your questions about how the already-tumultuous election might impact the rest of the year (and beyond) 🇺🇸 Save Your Spot for Managing Your Wealth (and Sanity) in an Election Year 🇺🇸 Register here ➡️ https://lnkd.in/gDpeVN8P 📣 Registering for the webinar will give you access to watch on-demand‎ #election2024 #webinar #personalfinance

Are you wondering what impact the election year will have on your investments? 🇺🇸 Managing your wealth probably isn’t as convoluted by the election as you might think 🗳️ Register to attend our upcoming webinar hosted by two leading voices in the financial services space: ⭐ Ryan Detrick, CMT, Carson Group, Chief Market Strategist ⭐ Sonu Varghese, Ph.D., Carson Group VP, Global Macro Strategist Together, they’ll discuss: 🔴 What to expect from markets before and after the election ⚪ Why the person in the White House doesn’t matter for your investments 🔵 What won’t change in the economy and your investments - no matter who wins 🔴 Why tax will be an especially hot topic this election cycle ⚪ Why this election is - and isn't - important for your tax return Join us for an informative webinar that will answer your questions about how the already-tumultuous election might impact the rest of the year (and beyond) 🇺🇸 Save Your Spot for Managing Your Wealth (and Sanity) in an Election Year 🇺🇸 Register here ➡️ https://lnkd.in/gms3rwKm 📣 Registering for the webinar will give you access to watch on-demand‎ #election2024 #webinar #personalfinance

The prospect of a Republican or Conservative President brings with it a unique set of potential impacts on the financial markets. Here are a few tangibles we're watching as a financial services marketing agency: 🤓 Tax Policy - Republican Presidents often advocate for lower taxes for corporations and high-income individuals. This can boost corporate profits, potentially leading to higher stock prices and increased investments in the stock market. Regulation - Conservative administrations typically favour deregulation, aiming to reduce the burden of government rules on businesses. This can lead to increased business activity and innovation. Spending and Deficit - While Conservative Presidents often aim to reduce government spending, they may also prioritise defence spending. Monetary Policy Influence - While the Federal Reserve operates independently, the president's appointments to key positions can influence monetary policy decisions, impacting interest rates and market liquidity. Energy and Environmental Policies - Republican Presidents typically support traditional energy sectors like oil and gas, which can lead to growth in these industries. This may mean less focus on renewable energy investments, influencing market trends in the energy sector. The financial markets are influenced by a myriad of factors, and with Biden out of the race, things just got even more interesting. Do you think the President has the power to significantly impact market movements? #Economy #FinancialMarkets #Politics #Investment #TaxPolicy #Deregulation #Trade #EconomicGrowth #StockMarket