With the Fed rate decision in the rear view, capital markets have refocused their attention on understanding the potential outcomes of the 2024 Presidential Election – now just five weeks away. Chief among the election risks is the potential for escalating trade tension with China and others, which would impact inflation and economic growth, and likely push the climate transition down policymakers’ priority lists. This month, we also explore ESG fund flows and a recent agreement that could mark an inflection point for nuclear power in the U.S.

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