Time to Get 'Overweight' on Health Care: Stifel Nicolaus

The video discusses how financial markets react to election polls, with banks and consumer discretionary stocks responding to Trump and Clinton, respectively. It explores the economic outlook post-election, predicting modest GDP growth and a stable deficit, regardless of the election outcome. The healthcare sector is examined, focusing on its transition and the impact of the Affordable Care Act, with expectations of increased government spending to address current challenges.

How do financials and consumer discretionary sectors react to the U.S. presidential election polls?

• Financials rise with Hillary Clinton in the polls, while consumer discretionary rises with Donald Trump.

• Both sectors rise with Donald Trump in the polls.

• Financials rise with Donald Trump in the polls, while consumer discretionary rises with Hillary Clinton.

• Both sectors rise with Hillary Clinton in the polls.

What is the expected economic growth rate over the next 12 months, regardless of the election outcome?

• 2.5% to 3%

• 3% to 4%

• 1.75% to 2%

• 0.5% to 1%

What is the anticipated impact on the deficit over the next year?

• It will decrease to 0% to 1%

• It will increase to 4% to 5%

• It will remain stable at 2% to 3%

• It will decrease to 1% to 2%

What is the expected government action regarding the Affordable Care Act?

• Increase spending to address rising premiums

• Maintain current spending levels

• Abolish the program entirely

• Reduce spending on the program

How is the healthcare sector expected to change in the next 24 to 36 months?

• Decrease in GDP allocation

• Remain unchanged

• Increase in GDP allocation

• Becoming less significant