Topics included voter behavior, campaign issues and swing states, among others. Here is a summary of what was presented:
The U.S. electorate is polarized, with strong party adherence and growing animosity between Democrats and Republicans. The campaigns focus on cultural issues rather than economic issues: Trump addresses immigration as a threat, while Harris prioritizes issues such as abortion. In addition, there is a clear difference in preferences by gender and a shift in support among Latinos.
Historically, the U.S. market is indifferent to the party in power, but each candidate offers different approaches. Trump promotes deregulation and tax incentives, which could favor industries such as energy and manufacturing. Harris, on the other hand, advocates raising taxes on high incomes and corporations, benefiting technology and clean energy sectors.
Rising debt and fiscal deficits represent risks, and both candidates face this challenge, although the outcome could affect the stability of bonds and interest rates. In addition, a strong dollar could complicate the situation for emerging economies in the event of protectionist policies.