UBS Road to the Election
In this series, we sit down with research analysts and political experts to examine key election topics. Tune in for new episodes on Thursdays at 4:30 p.m. ET.
Muni tax exemption risk
Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.
Markets in a tight race
What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals Trump and Harris discussed in their first—and potentially only—debate could affect inflation and sectors, like housing and tech.