Episode description

As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond yields, currency manipulation, corporate taxes, protectionism, isolationism, threats to the independence of the Federal Reserve and even the rally in small-cap stocks. Also we go long sterling and short the Russell 2000. 

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You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com. 

Read a transcript of this episode on FT.com

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