How will the US election impact markets?

Tuesday 23 January 2024

Goldman has a crack at it.

We have found that markets usually respond to presidential elections within 2-3 months of Election Day, after some uncertainty much earlier in the year.

This year some have argued for an earlier reaction, as it is already fairly clear who the candidates will be and how they would govern.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.