Election 2024: Survival of the Oldest
Date: December 4, 2023
Moderator: Chris Snow – Global Head of Strategy, CreditSights
Panelists: Andy DeVries, CFA – Head of Investment Grade & Utilities, CreditSights
Zachary Griffiths, CFA – Head of IG & Macro Strategy, CreditSights
Pat Luby – Head of Municipal Strategy, CreditSights
Summary:
- The 2024 election cycle has implications for Biden’s signature Inflation Reduction Act and the clean energy economy.
- A world of higher rates brings U.S. fiscal health to the fore as a potential campaign issue and ultimately as a key input to policy in the next legislative cycle.
- The Tax Cut and Jobs Act has several expiring features in 2025, which has implications for the economy and for investors in Muni Credit.
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