Possible scenario
Markets Look Through
0.0%
Investors conclude that the election outcome was mostly anticipated after late polling and that state legislatures, courts, and fiscal constraints will limit rapid policy changes. The dominant drivers remain Federal Reserve expectations, earnings, credit conditions, and global growth.
What it moves
- Energy−0.1%
- Consumer Cyclicals+0.1%
- Riskier companies' borrowing costs
- Market volatility
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