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US election 2024

US election 2024

A potential Biden-Trump rematch and the consequences for the global economy and markets

The stakes could not be higher for this year’s presidential election – with the expected head-to-head rematch between Joe Biden and Donald Trump offering starkly contrasting polices on trade, the environment and international relations. This is our key macro and market analysis around this election. We'll be updating this through the big day on November 5 with the insight you need to understand the risks to the US and global economies and to financial markets.  

Trade war

Featured report

Prepping for a new trade war: What Trump 2.0 could mean for the global economy

Get this free report showing how the presumptive Republican nominee could affect everything from trade flows to Fed policy if he wins in November.

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