Election Snapshot
30 charts on the US election
The following is the eighth in a series of themed reports DC publishes regularly for paid subscribers.
The goal of these reports is to hone in on and provide a "snapshot" of a specific area of the economy/markets.
Previous Snapshots:
1. Candidate vs. budget deficit. "All things considered, budget deficits would probably rise the most in a Trump victory/GOP Sweep. .. Taken at face value, .. the Harris primary deficit impact would be smaller than Trump’s in almost all circumstances."
2. Candidate vs. immigration. "We estimate net immigration of 1.5mn under Harris, 1.25mn under Trump with divided government, and 0.75mn under a Republican sweep in 2025."
3. Candidate vs. tariffs. "The inflation and growth impact from tariffs are somewhat offsetting though the policy uncertainty channel suggests greater concern about trade tensions could weigh on yields and flatten the curve."
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