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Seth Golden posted an update 4 years, 2 months ago
Citigroup:
1. FED and COVID more important: Expect volatility in a contested election, but the Fed and pandemic recovery likely will have greater influences.2. USD could rally……a USD rally is possible in a disputed election, but will remain unsupported otherwise.
3. Trump winners……Sectors that may benefit from a 2nd Trump term include oil and gas, banks, financials, and REITS
4. Biden winners…..Sectors that might benefit from a Biden presidency include manufacturing, construction and infrastructure-related, and steel.
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