Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.

LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty created by these election results is far from it.

The incumbent president’s re-election avoids an unpredictable political phase for France.

Understanding the outcome, policy and investment implications of the second-round of French presidential elections.

Update on the first round of the 2022 French Presidential elections

The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.

2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.

Our Global Views team attempts to answer some of the questions often asked by our clients.