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The US Presidential election takes place in 25 days and holds enormous implications for global financial markets. Last Friday, Trump announced that he has contracted the coronavirus, and his handling of his own illness has become a major development in the dynamics of the race. In addition, last week the two candidates held their first presidential debate, which was another important event in the course of the campaign. Learm more about the possible scenarios and market impacts with Lisa Jones, CEO of Amundi’s business in the Americas, Ken Taubes,US CIO and Head of the US Investment Platform and Didier Borowski, Head of Global Views in this first episode dedicated to the US elections.
Developments on the virus and vaccine front and the US election are hot topics. Markets are pricing in a glass-half-full scenario, despite the still-alarming infection numbers on the virus front (second wave in Europe and record new cases globally). The interconnection of the three cycles — virus, real economy and financial — continues, but the virus transmission mechanism is changing.