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

    Quarterly Outlook

    Macro Outlook: The US rate cut cycle has begun

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  • Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges

    Quarterly Outlook

    Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges

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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

    Charu Chanana

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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

    Ole Hansen

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  • FX: Risk-on currencies to surge against havens

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    FX: Risk-on currencies to surge against havens

    Charu Chanana

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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

    Quarterly Outlook

    Bonds: What to do until inflation stabilises

    Althea Spinozzi

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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

    Head of Commodity Strategy

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

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