Takeaways from the first presidential debate

Many market participants feared volatility around the first the presidential debate due to the risk of a Biden meltdown, but such fears were unfounded. We watched the full first presidential debate and here are our key takeaways. Our key takeaways: Biden performed much better than feared (by some) All debate on whether Biden is mentally healthy should end after tonight, but probably wont Trump probably gains the most from 1-to-1 debates against Biden Markets remained calm throughout the debate Our base case is a Biden-victory and a risk asset rally including a weaker USD after the election The first presidential … (full story)

Let's Have A Chat ​


please, upload jpg, jpeg, png or pdf files only