Mediaboss Marketing

A second term for President Trump would produce reassuring continuity for markets, at least in the short term. We have seen the impact his pronouncements on social media can have, and this is likely to be a feature of a second term in office for President Trump.

A change in administration would likely introduce some short-term volatility, but the longer-term impact of individual candidates is harder to judge. We will be carefully tracking the primaries from February onwards when the Democratic nominee will become clearer as we consider what market impact, if any, the challenger may have.

At an institutional level, a Democratic president who facing a Republican senateSenate might be less disruptive for markets than one with party backing. Gridlock would prevent any potential rollback of Trumps tax cuts or contentious policies around healthcare, technology and energybig policy shifts that could create market volatility. But stagnation and malaise would likely benefit no one and, while Democratic control of the Presidency and both houses could be negative for some sectors, it could also lead to opportunities opening up elsewhere as the policy focus shifts.

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US Election 2020: Beyond the media thunderdome - Coutts