Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
With Super Tuesday behind us, it seems to be increasingly more clear that we will see a Trump vs. Biden rerun. And while we still haven’t seen the political programmes on which the two candidate will base their campaign, and thus don’t know how they will impact the economy specifically.
Still, there are some indices and ETFs that are relevant to track as we get increasingly closer to Election Day on 5 November. We have listed some of those here and below you find a short explanation of why these are relevant.
Indices:
Thematic ETFs
If you want some inspiration that is slightly more specific than broader, regional indices, here’s a few topics to dive into depending on the political focus of the two candidates and the eventual winner.