Presidential Debate Shockwaves on Sector Allocations
History is often said to play out quietly and then happen all at once. After months of presidential campaign drudgery, last Thursday’s presidential debate may shift the conversation from whether Trump or Biden will win to how much will Trump win by. As investors, we are politically agnostic but also politically aware. In this week’s market update, we will review the Presidential Debate’s impact and what a potential electoral landslide could mean for stocks and the economy.
Key Takeaways
- U.S. Stock Market Leadership is NARROW
- We Are Positioned For a Bottom Across Emerging Markets
- Banks Were the Big Winner From the Last Trump Victory
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