Debating The Election’s Impact On Markets | Weekly Roundup – Forward Guidance

Debating The Election’s Impact On Markets | Weekly Roundup – Forward Guidance — Transcript

Market views

Bullish

BTC— Bitcoin is seen as a better macro play than gold due to its superior supply and demand dynamics.
GDX— GDX (gold miners ETF) shows a bullish long-term technical pattern with a decade-long cup and handle formation.
EM— A potential top in the dollar is seen as positive for emerging markets broadly, including Chinese stocks.
KRE— The banking sector, represented by KRE, shows a positive correlation with Trump's election odds, possibly due to expectations of pro-lending and pro-growth policies.
IWM— IWM (Russell 2000 small-cap ETF) shows strong seasonal performance in November based on 10-year historical data.
MEXICO— Mexico is expected to benefit from friend-shoring and reshoring trends, positively impacting its supply chains and economy.

Not investment advice.