Episode Details

What will the US presidential election mean for the economy?
10/29/2024
Goldman Sachs Exchanges

Key Insights

Bullish:

  • 🟢 $CHILDCARE - The childcare market is identified as an area of 'unfinished business' that requires attention and potential investment, suggesting opportunities in the childcare sector.
    • We have unfinished business when it comes to the housing market, the childcare market, clearly extreme weather events are fundamental issue that we're dealing with and that the next administration will have to deal with.” - Jared (2:08)
  • 🟢 $STEEL - 🔒
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  • 🟢 $CTC - 🔒
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  • 🟢 $TREASURIES - 🔒
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Bearish:

  • 🔻 $CHINA - 🔒
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  • 🔻 $CORPTAX - 🔒
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