高盛：眼前的选举

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Marquee Views: Elections in Sight FICC and Equities | 13 June 2024 | 5:17PM UTC The Gist: Investors are still bullish risk assets, especially AI, although at the margin we see their optimism moderate. In terms of risks, the one darker spot is credit with continued bearishness, and with the US Election approaching, investors market reaction expectations are beginning to form (Trump = Eq. up, R or D Sweep = Bonds down/Yields up, Dem win = USD FX down). June '24 Marquee QuickPoll k ...