"We’ll be closely watching COVID-19 case numbers, which are rising again in the US and Europe, and announcements on a vaccine, which our biotechnology team expects later this month."
What if the Blue Wave outcome has only been delayed by two months until the two Georgia Senate run-offs on Jan 5th? If it happens, the Blue Wave/Divided government trades would reverse once again...
While China's export growth strengthened on the back of stronger global growth and market share gains helped by stronger home related products, import growth slowed in October on the unwinding of front-loaded chip imports by Huawei in September.
To win the “investing war,” it is essential to pick and choose our “battles” wisely. If you aren’t sure about the battleground, it is always better to retreat and “live to fight another day"...
the tail risk scenarios of a constitutional crisis or the US Supreme Court casting the deciding vote seem to have been significantly mitigated... at least that is what the market is pricing...