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US Mid-Term elections Key Lessons after the ‘blue sweep’
Published 4 days, 15 hours ago
Description
In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Jeremy Fasquelle, Marketing Manager at BNP Paribas Wealth Management, analyse the "blue sweep" in the US midterm elections, where Democrats gained majorities in both the House and the Senate.
While affordability and inflation drove these results, the impact on markets is expected to be nuanced. AI investment is projected to remain resilient despite potential increases in regulatory scrutiny, though rising fiscal deficits may pressure long-term bond yields and support a gradual depreciation of the US dollar.
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