How will the 2024 US presidential and congressional elections impact the markets? Do economic factors matter more than the election outcome for equity-market performance? What asset classes are most exposed to US political outcomes? How important are geopolitical factors including China, Ukraine and the Middle East? On the latest edition of Votes and Verdicts, Nixon Peabody Chief Investment Officer Daniel Kern joins BI analysts Elliott Stein and Nathan Dean to tackle these questions and others tied to the US elections.

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The corporate tax rate, state and local tax cap and individual tax cuts are all set to expire in the coming year, with their outcome dependent on how Americans vote on Nov. 5. Chris Cioffi, senior reporter for Bloomberg Tax, and Andrew Silverman, senior tax policy analyst for Bloomberg Intelligence, discuss their expectations for taxes after the 2024 elections in this edition of BI’s Votes and Verdicts podcast.

This episode was recorded on Oct. 10.

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The US presidential election on Nov. 5 may have significant effects on the telecom, media and tech sector, including on M&A enforcement. The future regulation of broadband and broadcasting could be reshaped, while internet platforms face risks of new data-privacy limits and changes to a key protection from legal liability. This Votes & Verdicts episode features the conversation between Bloomberg Intelligence analysts Matthew Schettenhelm, Jennifer Rie and Anurag Rana about the implications of the election on the TMT sector.

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How will the 2024 US presidential and congressional elections affect the markets? Do economic factors matter more than the election outcome for equity market performance? How do seasonality and stock performance correlate? How would a Trump win vs. a Harris win affect the Treasury market? Does single-party rule or split governments make deficits grow faster? Gina Martin Adams, Bloomberg Intelligence’s chief US equity strategist, and Ira Jersey, chief US interest rate strategist, join BI analysts Elliott Stein and Nathan Dean to discuss these questions in this episode of BI’s Votes and Verdicts podcast.

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The US presidential election on Nov. 5 will likely have significant effects on the financial-services industry, from the Basel III Endgame’s potential 9% hike in capital requirements for banks like JPMorgan, Bank of America, Citigroup and Goldman Sachs to increased debt requirements for midsized lenders such as PNC and U.S. Bancorp. As part of Bloomberg Intelligence’s election webinar series throughout October, BI analysts Nathan Dean, Elliott Z Stein, Alison Williams, Herman Chan and Arnold Kakuda discuss the implications of the election on the US banking industry in this edition of the Votes and Verdicts podcast.

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Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX.

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TikTok’s likelihood of dodging a Jan. 19 effective ban in the US took a nosedive after a difficult Sept. 16 court hearing, according to Bloomberg Intelligence litigation analyst Matthew Schettenhelm. In this Votes and Verdicts Brief, he joins BI colleague Elliott Stein to discuss the hearing, what’s next in the case and how the issue is likely to be resolved, and why competitors like Meta and Alphabet might benefit.

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Companies facing multibillion-dollar exposure from mass-tort personal-injury litigation have faced massive jury verdicts in 2024. In this Votes and Verdicts episode, BI litigation analyst Holly Froum is joined by mass-tort expert and attorney Joseph Fantini to discuss some of the major litigation facing consumer and industrial companies, including cancer claims against Bayer’s Monsanto weedkiller, Zantac lawsuits against drugmakers GSK and others, NEC litigation against Abbott and Reckitt’s Mead Johnson unit and PFAS cases against 3M and other manufacturers. They discuss potential catalysts, the strength of cases, as well as likelihood of potential global settlements.

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