US Election 2024

2024 US Election: Is your portfolio ready?

John J. Hardy
Chief Macro Strategist

Summary:  The recording of an in-depth webinar we hosted with special guest Blu Putnam, former CME Group Chief Economist. It covers everything US Election related: where the economy is headed, election scenarios and where the odds may have it wrong, and the election impact under the very different scenarios.

This is a recording of the in-depth webinar we hosted with special guest Blu Putnam, former CME Group Chief Economist. It covers everything US Election related: 

  • Where the US economy is and whether we are set for hard-, soft- or no landing
  • How the election odds are shaping up and what the betting markets may be missing
  • How financial markets may react to the different scenarios, from a Trump sweep to Trump- or Harris gridlock. 

 

Quarterly Outlook

01 /

  • Macro Outlook: The US rate cut cycle has begun

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    Macro Outlook: The US rate cut cycle has begun

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  • Equity Outlook: Will lower rates lift all boats in equities?

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    Equity Outlook: Will lower rates lift all boats in equities?

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    After a period of historically high equity index concentration driven by the 'Magnificent Seven' sto...
  • FX Outlook: USD in limbo amid political and policy jitters

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    FX Outlook: USD in limbo amid political and policy jitters

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    As we enter the final quarter of 2024, currency markets are set for heightened turbulence due to US ...
  • Commodity Outlook: Gold and silver continue to shine bright

    Quarterly Outlook

    Commodity Outlook: Gold and silver continue to shine bright

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  • FX: Risk-on currencies to surge against havens

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    FX: Risk-on currencies to surge against havens

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    Explore the outlook for USD, AUD, NZD, and EM carry trades as risk-on currencies are set to outperfo...
  • Equities: Are we blowing bubbles again

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    Equities: Are we blowing bubbles again

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    Explore key trends and opportunities in European equities and electrification theme as market dynami...
  • Macro: Sandcastle economics

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    Macro: Sandcastle economics

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    Explore the "two-lane economy," European equities, energy commodities, and the impact of US fiscal p...
  • Bonds: What to do until inflation stabilises

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    Bonds: What to do until inflation stabilises

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    Discover strategies for managing bonds as US and European yields remain rangebound due to uncertain ...
  • Commodities: Energy and grains in focus as metals pause

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    Commodities: Energy and grains in focus as metals pause

    Ole Hansen

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    Energy and grains to shine as metals pause. Discover key trends and market drivers for commodities i...
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