Cicero®’s Post

We would like to share our non-partisan 2024 Federal Election and Macroeconomic outlook analysis. Topics covered include: 1. Key policy positions of Donald Trump & Kamala Harris 2. Voting block strengths and reasons to believe for each candidate 3. Polling summary synthesis 4. US Senate & House of Representatives analysis 5. 2025 US Economic outlook--housing, consumer spending, business, trade, labor, financial markets, and prices 6. Historical election outcome scenarios and market S&P performance 7. Private equity 2025 outlook 8. Post-election considerations--re-rise of Huawei, dollar as the reserve currency, nuclear power & big tech energy needs, & AI regulation and legislation. We hope you enjoy! Ping me if you operate in the financial services sector and could benefit from deeper insights. Special thanks to Joe Tripolitakis, Andrew French, Ashton Buchanan, and Davis Johnson who helped me create this. #Cicero #MGT