Flash Edition - Geopolitical Corner

Election Night Becomes Election Week: The Contested Contest of 2020

By John C. Hulsman

4 November 2020

In this paper we discuss:

  1. The latest available results on the US presidential and general elections;
  2. Why a nasty fight on the electoral result is likely to occur;
  3. How Biden is ahead, but Trump could still theoretically win;
  4. Why we believe Biden will eventually win;
  5. Why a "blue sweep" now looks unlikely;
  6. How the real winner of this election is China's Xi; and
  7. The market implications of all the above.

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