高盛GoldmanSachs2024年美国选举后的经济政策研究报告英文版32页

POST-ELECTION ECONOMIC POLICIES ISSUE 132 | October 21, 2024 | 4:50 PM EDT&&&&&&R&&&&&&&&&&&&&Global Macro ResearchInvestors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html.The Goldman Sachs Group, Inc.With all eyes on the fast-approaching US election amid a close race between two candidates with vastly different worldviews, what the election could portend for economic policy—and the macro and market implications—is Top of Mind. Kevin Hassett, CEA Chairman under former President Trump, and Jared Bernstein, current CEA Chairman, share their views on a range of economic policies on the table, from tariffs to taxes to (de)regulation and beyond, while GS GIR’s Alec Phillips offers his own perspective on potential policy shifts in these areas. GS GIR economists and market strategists then deep dive into the two areas most