David Riley joins us on the BlueBay Insights podcast to share initial thoughts on the US election, fiscal stimulus in Europe and a market rally.
We asked David:
- Where do we stand right now in terms of the US presidential election?
- Is there a chance of a contested election?
- You have previously highlighted the importance of which party controls the Senate. What happened in the Senate race?
- Why did markets rally through yesterday despite the uncertainty around the US elections?
- What do you think are the market implications of a Biden presidency and split Congress?
- Finally to Europe: the second wave of the virus in Europe has taken off and governments have announced tighter social distancing restrictions, what is the fiscal response?
