This brief assumes a Harris win and we explain why. Bias is an amazing force especially when financial incentives are so rewarding in keeping this “a close race.”

Because, why not? CSG is by no means a political forecaster and have no data points that are not publicly available but we think it will be Midwestern sensibility and Puerto Rican rage that moves the needle. Trump is crass to an extreme never seen before at a national level. This turns most people off. Women vote at a much higher rate than men. Whist significantly louder than Harris supporters, it just doesn’t add up that the MAGA electorate are gaining in the areas that are historically needed and where common sense leads us.

Amid the fanfare around what shoe will drop around the bend on social media, a quiet force is making moves, we think. After making that case, we offer what this means for public finance through the end of this decade and beyond and its, we think, generally good for the asset class and America.

Read about Why Harris Wins and What it Means for Public Finance.