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39 minutes, 36 seconds to listen by  BlueBay Fixed Income team, T.Leary Nov 26, 2024

In this episode of The Navigator, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, sits with Clay Lowery, EVP, Research and Policy at the Institute for International Finance, to discuss the results of the 2024 U.S. election. They go in-depth on the policy implications of this outcome, what it means for financial markets, and discuss the priorities of the Trump’s agenda.

Key Points

  • Republicans swept the Presidency, Senate and House after Trump won all seven swing states.

  • It isn’t clear what level of disruption will be created by the Department of Government Efficiency (DOGE).

  • A key element of the Trump agenda has lower taxes, both personal and corporate, is it's going to lead to an increase in the deficit, or will that be offset with tariffs?

  • Change of leadership at the Departments of Justice and Labor will have a big regulatory impact on business in general and mergers & acquisitions in particular.

  • It remains to be seen how much of Trump’s stance on immigration can translate to policy and what impact that would have on the economy.

Listen on your podcast app Apple Spotify

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