cover of episode UBS On-Air: Paul Donovan Daily Audio 'Waiting and anticipating'

UBS On-Air: Paul Donovan Daily Audio 'Waiting and anticipating'

2024/11/6
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

At the time of recording, the US Senate has been called for the Republican party, and the House and presidency remain open. Financial markets have moved to price a victory by former US President Trump. However, markets appear to assume that the campaign rhetoric (specifically around deportations and tariffs) will not fully translate into policy.