TD Cowen's Chris Krueger on chances of seeing a new face in the 2024 presidential election

TD Cowen's Chris Krueger on chances of seeing a new face in the 2024 presidential election
  • The year starts with four months of policy cliffs and four must-pass bills.
  • Government funding runs out on January 9th and February 2nd, with potential cuts to discretionary spending on April 30th.
  • Congressional inaction this year may not be good for the markets if there is further inaction next year.
  • There are three separate tracks in Washington: policy cliffs, the election, and legal and constitutional matters.
  • Impeachment proceedings against the current president and criminal trials against a former president will intersect with the policy cliffs.
  • People close to the White House are concerned about the upcoming election.
  • The filing deadlines for presidential candidates have passed, but the nominations are not official until the Republican Convention in mid-July and the Democratic Convention in mid-August.
  • There is a chance for a Joe Manchin to jump into the race, along with third-party and independent candidates.

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