How to trade an election
It is becoming harder for investors to ignore politics
Investors differ in their approach to elections. Some see politics as an edge to exploit; others as noise to block out. Even for those without a financial interest, markets offer a brutally frank perspective on the economic stakes. As elections approach in America and Britain, as well as plenty of other countries, that is especially valuable.
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This article appeared in the Finance & economics section of the print edition under the headline “Polling peril”
Finance & economics March 23rd 2024
- How China, Russia and Iran are forging closer ties
- Japan ends the world’s greatest monetary-policy experiment
- Why America can’t escape inflation worries
- First Steven Mnuchin bought into NYCB, now he wants TikTok
- America’s realtor racket is alive and kicking
- How to trade an election
- Why “Freakonomics” failed to transform economics
From the March 23rd 2024 edition
Discover stories from this section and more in the list of contents
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Trump wastes no time in reigniting trade wars
Canada and Mexico look likely to suffer
How Trump, Starmer and Macron can avoid a debt crunch
With deficits soaring, their finance ministers will have to be smart
What Scott Bessent’s appointment means for the Trump administration
The president-elect’s nominee for treasury secretary faces a gruelling job
What Donald Trump and Bernie Sanders get wrong about credit cards
Forget interest rates. Rewards are the real problem
Computers unleashed economic growth. Will artificial intelligence?
Two years after ChatGPT-3.5 arrived, progress has been slower than expected
Should investors just give up on stocks outside America?
No, but it is getting a lot harder to keep the faith