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What will happen to the U.S. stock market with all kinds of outcomes tomorrow? This is goldman sachs's answer.
Goldman Sachs believes the most likely outcome is Harris's election with a divided Congress (40% probability), long-term growth/nasdaq/wind power/china/global export themes will outperform large cap, defensive stocks are better than cyclical stocks.
The election is approaching! Musk's 2 trillion budget reduction plan has shaken the market. Will these stocks soar?
With the approaching of the usa presidential election, investment experts are closely monitoring the policy positions of the two candidates and their potential market impacts.
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jpmorgan warns: if Trump wins on Wednesday, the Fed may pause the easing cycle as early as December.
Analyst David Kelly expects that the policies of the Trump administration will expand the fiscal deficit, leading to increased inflation, which may cause the Federal Reserve to pause rate cuts. If Harris wins, the Federal Reserve will maintain an accommodative stance.
What happened? Trump's winning percentage plummeted, and "Trump trade" fell across the board......
According to the latest data from the highly anticipated election prediction platform Polymarket, the probability of Trump winning this year's election has now dropped to 54.5%. Keep in mind, just last Friday, Trump's chances of winning were still as high as 63.2%; The sharp drop in Trump's chances of winning is related to a key 'red state' poll released over the weekend: Iowa.