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内容由Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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The ripple effects of regulation

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Manage episode 442125598 series 1465019
内容由Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Watch the video version on YouTube.

Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society. In addition, their power to implement regulatory change is limited both by political realities and the courts. For investors, it is important to remember that it is policy, not politics, that matters most for markets and the economy. However, history suggests that regulatory policy may not always impact markets in the ways we’d expect.

To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

  continue reading

89集单集

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Manage episode 442125598 series 1465019
内容由Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Watch the video version on YouTube.

Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society. In addition, their power to implement regulatory change is limited both by political realities and the courts. For investors, it is important to remember that it is policy, not politics, that matters most for markets and the economy. However, history suggests that regulatory policy may not always impact markets in the ways we’d expect.

To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.

Resources:

For more resources on the U.S. elections visit our Election Insights hub

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

  continue reading

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