Global Equity Strategy_ Global Approach to the US Election
Applause·2024-10-31 02:40
V i e w p o i n t | 28 Oct 2024 01:00:00 ET │ 14 pages Global Equity Strategy Global Approach to the US Election CITI'S TAKE The US election is fast approaching. While Trump and Harris are tied in national polls, Trump has gained momentum and is now favored in prediction markets. Popular Trump trades (long dollar, short rates, long US vs. RoW equities) have thus picked up steam. With market consensus seemingly coalescing around a "Red Sweep", this may limit near-term upside on Trump trades, while leaving ro ...