This podcast episode explores the potential economic impacts of the upcoming US election. The analysts discuss the impact on Japan's economy, US-China policy, and US growth, inflation, and treasury yields. They conclude that the election is unlikely to ease trade tensions with China and that there are no outcomes that would reliably change the trajectory of US economic factors. However, they highlight the sectoral impacts that could occur depending on the election outcome, such as tax cuts benefiting industrials and telecom sectors in a Republican win scenario and increased spending on energy transition benefiting clean tech sectors in a Democratic win scenario.
