花旗:量化全球宏观策略_如何交易美国大选
美国银行·2024-10-16 16:30
11 Oct 2024 07:51:25 ET │ 32 pages Quantitative Global Macro Strategy How to Trade the US Election – An Update CITI'S TAKE Now that we are less than a month from Election Day in the US, we update our guide on how to trade an election. The broad contours remain – equities have been strong this year so far but are entering a zone of potential weakness on uncertainty. Fixed income prospects depend on the likelihood of a unified government. Election trades should have a macro justification – we like breakevens ...