Amrith Ramkumar
speaker
860 appearances
16 recordings
1 series
first heard May 2018
last heard Sep 2021
Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · Will Trump or Biden Win? Wall Street Hedges Its Bets. · 13 Oct 2020
podcast
It's kind of hard to kind of parse out some of those impacts.
So people are really divided and unsure what could happen for the healthcare sector.
So that's definitely an area to watch as well.
Yes, definitely.
As I said before, a lot of long-term investors, people who advise clients, are trying to urge patience and caution and not making any rash decisions.
Because if you'll remember back in 2016, immediately after Trump was elected that election night, stock futures fell off a cliff.
They fell some 5%.
We saw a big move into Haven Assets.
because of Trump's advocacy for tariffs and his general unpredictable policy nature.
But then later that day and then the next day and beyond, investors cheered the prospect of tax cuts and deregulation, and then the market still went up.
And that's, again, a reminder that the broader macroeconomic backdrop with interest rates and where the economic cycle is going is often so much more important than any of these political questions.
100%.
And we're basically about to start the meat of third quarter earnings season.
And people are really paying close attention to how those numbers come in.
If we get any guidance from these companies, a lot of companies haven't been able to give any guidance because of the pandemic.
And again, the direction of interest rate policy and whether Congress can finally get some fiscal stimulus passed
We've seen bets on fiscal stimulus ebb and flow since July, and that's been a huge driver of markets.
And that could honestly continue regardless of the election outcome.
Many analysts don't expect demand to rise in a straight line, though.
This is likely to be a really bumpy road because states and countries aren't reopening uniformly and people might not feel safe in certain areas driving and getting out and about.
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