As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond yields, currency manipulation, corporate taxes, protectionism, isolationism, threats to the independence of the Federal Reserve and even the rally in small-cap stocks. Also we go long sterling and short the Russell 2000.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
View our accessibility guide.
https://www.ft.com/content/ee520db1-45b7-4c09-9e4b-8a08aab363fd