Here’s What Wall Street Thinks Of The Midterm Election Outcome

So far, so good for Wall Street's midterm election forecasts. Generally speaking, consensus was that should the expected outcome play out, the dollar would be on the back foot, equities would do well, and the curve would flatten. The rationale behind those calls was relatively straightforward. Gridlock would stymie Trump's "worst" impulses when it comes to escalating the trade war or otherwise overreaching, while GOP retention of the Senate would ensure the market-friendly aspects of the Presi

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One thought on “Here’s What Wall Street Thinks Of The Midterm Election Outcome”

also everyone ‘knows’ now that every mid term election post war era, the market is up 1 year later. talk about giving everyone a reason to get/stay/increase bullishness.

yes the $ should come down and make the world appear hopeful again (ex-US stocks go up, commodities up, more US exports) but its likely only a one quarter pause in the QT/global slowing/higher tariffs/ EM $ debt maturity headwinds.

so lets sit back, start prepping for the holidays, see how early santa rally will arrive, and then figure out how market pychology will be effected going from 25% eps growth to 4%.