What the Election Outcome Means for Markets and the Economy

As the dust settles and the smoke clears, Americans and the rest of the world are getting a clearer picture of who will be in control of the U.S. government over the next two to four years. Some questions still remain, but as we gain more clarity over the next few weeks and months, focus will shift from trying to determine who will be in office to the question of what the results mean for markets and the global economy. In this interview with Ed Harrison, David Metzner, managing partner at ACG Analytics, breaks down what the election results mean for infrastructure spending, COVID responses and the potential for lockdowns, and the size and speed of any potential stimulus measures. Metzner and Harrison also discuss the likelihood of increased antitrust regulation, deficit spending, and why Metzner thinks trade protectionism and China relations will be one of the lasting legacies of Trump’s presidency. Filmed on November 5, 2020. Key Learnings: Although official results were not in at the filming of this piece, the key outcomes of the 2020 election seem to be clear. These results will have huge impacts on policy, markets, and the economy. Chiefly, the size of stimulus will likely be smaller with a split legislature, deficits will matter again as Republicans look to focus on core conservative values post-Trump, and antitrust regulation could spell trouble for the markets’ big tech darlings.

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