Viewpoint | Countdown to the election, Trump's trade makes a comeback.
It is not difficult to find from the recent market trends that the trading logic dominated by 'rate cut trade' has quieted down after the first rate cut by the Federal Reserve, while the Trump trade centered around 'tax cuts + easing' is making a comeback.
The significant risks in November are undergoing crucial changes.
Less than a month away from the usa presidential election day on November 5th, the market is starting to price in the risks of the election results. Currently, Trump has regained a leading advantage, adding variables to the election. CICC believes that for subsequent assets, the overall bullishness of the election is favorable 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.
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Wall Street is "waiting quietly" for the usa election, how will the election trade seize the opportunity?
The USA election is approaching, but Wall Street is surprisingly quiet.
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U.S. Gas Demand Hits New Highs: What Does It Mean for Investors?
The significant cooling of inflation in the usa, what does it mean for the presidential election?
The retreat of inflation does not mean a decrease in prices. With less than a month left until the usa election, price issues continue to worry voters and become a focal point in the campaign.
usa's 'most controversial' election is approaching, investors are starting to prepare for political risks.
①Investors expect the voting results to be questioned in various ways, potentially the most controversial election in US history; ②UBS Group analyst Kurt Reiman suggested that investors should consider popular safe-haven assets such as utility stocks and gold to hedge against potential political risks.
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