The "ChatGPT era"...
The Nasdaq 100 post-ChatGPT at just over 400 days is now up more than it was following any of the other major technological releases of the last half-century. But if we are to follow the Netscape blueprint we have a lot of more bull left... Source: Bespoke, TME
Surge In "Donate To Trump" Searches After Assassination Attempt
Source: Google Trends
Swing States Odds by https://lnkd.in/eEVhR_yt
Source: Interactive Polls
The weirdest newspaper cover page so far...
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A vision of the future in 1953.
Source: Jon Erlichman
A landslide and sweep victory for Trump, this probably reduces uncertainty which is positive for stocks, BTC and the dollar.
Meanwhile, this could lead to more upward pressure on bond yields and a steepening of the yield curve. We also expect the "pro-republican" type of stocks to move higher. Pro-trump / republican seep victory sectors include Energy, Defense, Immigration-enforcement, For-profit education, Financials, some healthcare stocks, etc. Among the losers: Tech, Renewables, etc. From a geographical point of view, some US-friendly countries (India, Vietnam, etc.) might benefit from a Trump re-election. China and Mexico (and US stocks related to them) might suffer. Same for European autos exporters for instance. Source table: Bob Elliott
Romanian stock market index BET has outperformed the Nasdaq 100 over the past 5 years.
Source: Holgerz, Bloomberg
Bitcoin jumps >$60k as Trump shooting boosts Trump election odds.
Cryptos are the only assets trading 24/7. This could indicate a positive market reaction tomorrow. Source: Bloomberg, HolgerZ
