Road to the White House
Election 2024 Market Commentary
election 2024 | 1 min read
Returns Before & After Elections
March 8, 2024
Following two stronger-than-expected inflation reports earlier in the month, the market was relieved that the Fed’s favorite inflation measure, the Core PCE deflator, which excludes food and energy prices, was in line with expectations by rising 2.8% y/y through January.
election 2024 | 1 min read
Stock Market in Presidential Years
December 15, 2023
A constructive/challenging economic environment can be a tailwind/headwind for incumbents as well as for stocks.
election 2024 | 1 min read
Second Term Presidents
September 19, 2023
The 2024 election will determine if US domestic and foreign policy stays on course or changes direction. If former President Trump is the Republican nominee and wins re-election, that could mean higher tariffs, tighter borders, and an “America first” foreign policy.