Markets vs. Trump vs. Clinton — MM #100

The US Presidential Elections are clear: Clinton vs. Trump. What does this mean for markets? We discuss the potential impact and catch up on recent developments as well before looking to what’s next.

You are welcome to listen, subscribe, provide feedback and pledge support on Patreon.

  1. US data vs. rate hike: The NFP was mixed again with stronger wages this time, but we cannot expect any urgency from the Fed, and we explain why.
  2. Clinton vs. Trump: Now that the choice is clear, it couldn’t be starker: the mainstream continuation candidate against the unknown. We look forward to a presidency of both Trump and Clinton and analyze how markets could react throughout the 6 month race.
  3. Preview: The second week of May has a mix of events from various areas of the world: China, the US consumer and the BOE with the EU Referendum getting closer.

Listen to the podcast here:

Download it directly here

Or you can listen to the podcast on Youtube: