02 Apr 2024

U.S. Elections: Potential Implications for Businesses and Consumers

Thoughts on the Market

Summary

This podcast episode discusses the potential impact of the upcoming U.S. presidential election on retail stocks, with a focus on tax policy and trade policy. It highlights that retail stocks have historically underperformed in election years and explores the potential implications of changes in tax policy on corporate profits and retail stock prices. The episode also examines the importance of trade policy in the election, as it is largely at the discretion of the president. It discusses various...

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