For the stock markets, the close race between Kamala Harris and Donald Trump is a non-event. Normally, the rule is: uncertainty is the enemy of markets. Yet, the S&P 500 has recently climbed from one all-time high to the next, unaffected. This suggests that something else is more decisive for the markets: the US economy is booming, and the earnings season has started well. – A commentary by Carsten Gerlinger, Managing Director and Head of Asset Management at Moventum AM.
Analysts follow their usual rituals: dissecting the economic policies of Harris and Trump to determine which of the two might
Analysts follow their usual rituals: dissecting the economic policies of Harris and Trump to determine which of the two might
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