conference call following the US election. The US election is one of the most important events in 2016 for the future of global policymaking, the global economy and financial markets. In this conference call, we present our take on the political, economicand financial implications for the US and the world with a particular focus on emerging markets. We will explain how nearterm economic policy will play out and implications for FX, ratesand equity markets.
Talking points
How the US election outcome will impact US policymaking and the economy
The risks of protectionism and implications for emerging markets
Fiscal policies and real interest rates to drive the USD
Global yield outlook after the election
Will the cyclical rally in equities resume after the election?
Speakers
Thomas Harr, Global Head of FICC Research
Mikael Olai Milhøj, Senior Analyst
Jakob Ekholdt Christensen, Chief Analyst, Head of EM Research
Arne Lohmann Rasmussen, Chief Analyst, Head of FI Research
Christian Tegllund Blaabjerg, Equity Strategist
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