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It’s the Election, Stupid (or Is It?) Part II: Comparing Harris and Trump Impact on Spectrum Policy
Between now and election day, the impact of policy on capital markets will largely be a function of which party markets believe will be in control of the White House and Congress for the next several years. This makes some sense, as the party in control will have the opportunity to dictate policy affecting the stocks we cover. It also makes sense in that this election presents two widely divergent views of the appropriate role of government in the economy.
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New Street Research
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
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We provide debt research on:
- Pan European Telecom Services and Cable
Blair Levin
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