Higher Level Thoughts on the Outcome of the U.S. Election

In today's podcast, we highlight what we’ll be watching on election night and possibly beyond. Learn more.

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By Lori Calvasina
Published November 5, 2024 | 1 min read

We’ve recorded this on the day of the US Presidential Election, and that’s what we're focusing on today.

There are 7 big things you need to know: They focus on the set-up, the historical playbook, bottom-up policy implications per our analyst survey, our thoughts on positioning trades, one tailwind that will manifest regardless of what happens, tail risks, and our rundown of what we’ll be watching on election night and possibly the days beyond.

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Our Experts

Lori Calvasina
Lori Calvasina
Managing Director & Global Head of Equity Strategy, RBC Capital Markets

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