Road to the White House
Election 2024 Market Commentary
![american flag](../../images/election-stars-stripes.jpg)
![american flag](../../images/election-stars-stripes.jpg)
election 2024 | 2 min read
A Wild Ride
July 22, 2024
It’s been a wild ride on the US political front of late. It amped up with a poor showing by President Biden in his June 27 debate performance against former President Trump, leading to a growing chorus within the Democratic Party calling for him to step down from the ticket.
election 2024 | 1 min read
How Impactful Are Debates?
June 25, 2024
Since televised debates began in 1960, meaningful shifts in the front-runner status resulting from a debate performance have only occurred a few times, in 1960, 1980, 2000 and 2012.
election 2024 | 1 min read
Polls, Incumbency & Balance of Power
May 8, 2024
Recent polls indicate that President Biden is trailing former President Trump. A poll released by CNN shows Trump leading nationally by 49% to 43% but this seems to be an outlier.
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.