Government Finance & Policy
November 19, 2024
U.S. Treasury Market Uncertainties: Higher Supply and Shifting Demand
Higher structural deficits are expected to push U.S. federal government debt as a share of GDP to 100% next year and 122% by 2034. This translates to a roughly $22 trillion (or 85%) increase in the supply of U.S. Treasuries between 2024 and 2034.
October 15, 2024
U.S. Presidential Elections and Stock Markets: It’s the Economy…Obviously
The U.S. Presidential election is just weeks away and investors are quickly turning their attention to the potential implications for financial markets. Would a Trump or Harris win be better for the stock market?
September 13, 2024
U.S. 2024 Election: Economic and Financial Implications
Elections matter for the economy, but financial markets are likely to be particularly attuned to the current election cycle given America’s unsustainable fiscal trajectory. The make-up of Congress will determine how much of the future President’s agenda can be implemented. A divided Congress will likely force the next President to make significant concessions relative to their current platform proposals.
