• Seth Golden posted an update 3 years, 6 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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