Overview

• Mentions of 'election' or 'White House' in earnings calls up 34% compared to 2020.
• Kamala Harris proposes significant tax increases, including a 28% corporate tax rate and a 25% minimum tax on unrealized gains.
• Donald Trump promises to maintain lower tax rates and implement new trade restrictions.
• Executives worry about the potential economic impacts of both candidates' policies, especially on corporate earnings.
• The outcome of the election could significantly influence sectors like energy, electric vehicles, and consumer goods.