Listen "Taxes, Deficits, and Federal Debt, Oh My!"
Episode Synopsis
Season 11 Episode 05
The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump’s and Vice President Harris’s campaigns promising hefty amounts of spending but few clues on how it will be funded, the longer-term trajectory for taxes, the deficit, and federal debt is largely uncertain, but must be addressed. Gabriela Santos, Chief Market Strategist for the Americas, is back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management, to discuss the different paths forward for fiscal policy.
The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump’s and Vice President Harris’s campaigns promising hefty amounts of spending but few clues on how it will be funded, the longer-term trajectory for taxes, the deficit, and federal debt is largely uncertain, but must be addressed. Gabriela Santos, Chief Market Strategist for the Americas, is back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management, to discuss the different paths forward for fiscal policy.
More episodes of the podcast Insights Now
Why Is Asset Allocation So Important?
31/08/2025
What Bonds Fixed Income Research Strategies?
20/08/2025
How Secure is Securitized Debt?
06/08/2025
Taking a Pulse on Healthcare
26/07/2025
What’s Behind Muni Moves?
03/07/2025