Numera's Chief Strategist Joaquin Kritz Lara sits down with Chris Cook to analyze the economic impact of the US presidential election.

The election price tag - Trump vs. Harris

Jackson is responsible for developing our macro research offering alongside our team of economists and strategists. Additionally, Jackson conducts both bottom-up and industry-level research on major US equity sectors.

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Jackson Cook

The US presidential election is just a week away! Investors might feel confident that inflation is under control, but is that confidence well-placed? Our recent US Strategist report cautions that markets could be overlooking real inflation risks tied to the policy choices we’d see under either Harris or Trump.Consider Trump’s proposed policies: Tax cuts, tarrifs, and deregulation—aimed at stimulating economic activity. Sounds promising, right? Yet with the US economy already operating above potential and at full employment, this kind of stimulus could do more to stoke inflation than drive meaningful job growth or business investment.A Trump presidency could not only reignite inflation but also shift the Fed’s course on easing, impacting portfolio strategies in profound ways.Tomorrow’s US Asset Allocation report dives into how each candidate’s policy mix could influence asset performance and reshape your portfolio decisions. These are reports you won’t want to miss—contact us to receive your free copy!<blockquote>A Trump presidency could substantially reshape the Fed's easing trajectory, with significant consequences for portfolio positioning through 2026.</blockquote>

Economic Policy Analysis: Trump vs. Harris

Associate Director, Global Macro

Numera Macro

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