Capital Markets: Observations & Insights

I

Something in Common The Election

I • Growing consensus in both parties that fiscal stimulus, either through lower taxes or higher spending, which results in larger deficits is acceptable and even desirable

‒ This may benefit the entire stock market more than many expect

Republicans

Democrats

II

• Lower Taxes • America First/ Tariffs as Weapons • Border Control • Gun Rights • Pro-Life • Private Sector Health Care • Reduced Regulations

• Higher Taxes; Higher Wages • Coalitions to Work with Allies • More Free Borders

III

Deficit Spending

IV

• Gun Control • Pro-Choice

• Government Health Care • Environmental and Worker Protection

V

VI

Source: Alger

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