Eoin Treacy's view -
As per JPM and Nomura the mkt is pricing a Biden win, caution that a blue wave is necessary, otherwise will get gridlock.
Even if it happens probably get turmoil specially if we do not get clean sweep. Otherwise legal problems will be forthcoming. The groups would be HC, alternative energies, cyclical, education, infrastructure. Also China as frictions will be reduced
Can you identify possible winners, using the charts and share them?
Trust you and your family are well. Stay safe.
The narrative about who will win the US Presidential election has morphed over the last couple of weeks to pricing in a Biden victory. The catalyst for this change was the debate where the two candidates harangued each other and dropped the bar for political decorum another notch lower. Since then, confidence among Democrats has increased substantially. There has been talk of a double-digit margin of victory and a blue wave where they control both legislative branches and the Presidency.
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