Numera’s Chief Strategist Joaquin Kritz Lara sits down with Chris Cook to analyze the economic impact of the US presidential election.
We warn that markets may not be properly pricing inflation risks, given the proposed policy decisions of Harris or Trump, which are significant. In our recent US Strategist report we measure the impact of their respective policy mix on inflation, and what it means for the Fed easing cycle. The result is not what we expected.
