The US presidential election on Nov. 5 will likely have significant ramifications for the energy and renewables sectors, affecting companies ranging from oil and gas producers such as Exxon Mobil and Hess to renewables enterprises First Solar and Enphase. On Oct. 29, Bloomberg Intelligence analysts Nathan Dean, Rob Barnett, Will Hares, Vince Piazza, Brett Gibbs and Talon Custer discussed the implications of the election and answered questions about the outlook. Topics included the future of liquefied-natural-gas policy, whether the Inflation Reduction Act is likely to be repealed or amended under a Trump presidency and the future growth of climate-change policy initiatives.
This episode was recorded on Oct. 24.

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The US presidential election on Nov. 5 is likely to have significant effects on the antitrust landscape for years to come, with appointments to the Department of Justice and the Federal Trade Commission on the line, as well as differing approaches to both the oversight of mergers and acquisitions and future enforcement actions. Big tech companies like Google, Meta, Amazon.com and Apple have been in the spotlight in recent years, though electoral outcomes could modify this focus. In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analysts Jennifer Rie and Justin Teresi discuss the implications of the election on the future of antitrust policy.
This episode was recorded on Oct. 24.

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The US presidential election on Nov. 5 will likely have significant impacts on the consumer space, from potential tariffs to possible “price gouging” laws affecting companies including Volvo, Nike, Kroger, Walmart and others. In this episode of the Bloomberg Intelligence Votes and Verdicts podcast, analysts Holly Froum and Poonam Goyal discussed the implications of the election and what it means for the US consumer industry.
This episode was recorded on Oct. 22.

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The US presidential election on Nov. 5 may have significant effects on the industrial space from the potential elimination of tax incentives and related funding for electric vehicles, to PFAS (forever chemicals) regulations and infrastructure policies affecting companies like Ford, General Electric, Sensata, Eaton, First Solar, 3M and others. In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analysts Holly Froum, Scott Levine and Rob Barnett discuss the implications of the election and what it means for the US industrial sector.

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The US presidential election on Nov. 5 bring significant risks and opportunities for the health-care industry, with insurers, pharmaceutical companies and hospitals all watching for possible changes in programs such as Obamacare and Medicare. In this edition of the Votes and Verdicts podcast, Bloomberg Intelligence analysts Duane Wright, Glen Losev and Michael Shah discuss the potential impact of the US presidential and congressional elections on the industry. They cover key issues such as Medicare coverage of obesity drugs, the IRA drug-negotiation program and government funding of health-care coverage, among others.

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How will the 2024 US presidential and congressional elections impact the markets? Do economic factors matter more than the election outcome for equity market performance? What asset classes are most exposed to the US political outcomes? How important are geopolitical factors including China, Ukraine and the Middle East? On the latest edition of Votes and Verdicts, Nixon Peabody Trust Company Chief Investment Officer Daniel Kern joined BI analysts Elliott Stein and Nathan Dean to discuss these issues and other potential impacts of the US elections.

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The corporate tax rate, state and local tax cap and individual tax cuts are all set to expire in the coming year, with their outcome dependent on how Americans vote on Nov. 5. Chris Cioffi, senior reporter for Bloomberg Tax, and Andrew Silverman, senior tax policy analyst for Bloomberg Intelligence, discuss their expectations for taxes after the 2024 elections in this edition of BI’s Votes and Verdicts podcast.

This episode was recorded on Oct. 10.

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The US presidential election on Nov. 5 may have significant effects on the telecom, media and tech sector, including on M&A enforcement. The future regulation of broadband and broadcasting could be reshaped, while internet platforms face risks of new data-privacy limits and changes to a key protection from legal liability. This Votes & Verdicts episode features the conversation between Bloomberg Intelligence analysts Matthew Schettenhelm, Jennifer Rie and Anurag Rana about the implications of the election on the TMT sector.

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