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Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Trump Ahead Of Harris Shows Poll Among Early Voters In Key Battlegrounds: Ex-President's 'Swing State Strategy' Is Paying Off
TSMC Earnings Preview | Are Q3 Results and Q4 Guidance Poised to Beat Expectations After September Sales Surprise?
KLA (NASDAQ:KLAC) Has A Pretty Healthy Balance Sheet
Who will benefit from the next wave of investment in ai? Goldman Sachs recommends these types of stocks...
①In the next wave of investment trends, analysts at Goldman Sachs recommend 'platform' stocks such as Microsoft and Datadog. ②Analysts recommend stocks that will directly apply artificial intelligence and allow for wider adoption.
The Economy Under Trump Vs. Biden -- WSJ
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