In this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist. We look into the state of the race for the presidency and how Trump and Biden are doing in all the battleground states. We do the same for the Senate and House races, and also break down voter trends by demographic group. And we end our discussion with all the things that can go wrong in a mail-in election. And by things going wrong, I include here a possible constitutional crisis.
We also start the podcast with a brief discussion on market turbulence and recent economic indicators. The ISM Manu PMI for August came in at 56, beating expectations. And the ISM Non Manu PMI came in at 56.9, still showing growth but slowing down. In China the Caixin Services PMI for August came in 54, pointing to a stabilizing economy.
Demography subscribers CLICK HERE for the audio file or HERE for the full video interview.
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