Strategists Wary of Trump’s Prognosis

The video discusses the president's health and its impact on market sentiment, highlighting cautious optimism if he leaves the hospital. It explores the implications of a Democratic win on the US dollar and market expectations. The urgency of stimulus talks is noted, with potential growth support. Investment strategies based on election outcomes are analyzed, focusing on European investors and market plays.

What is the market sentiment if the US President is released from the hospital?

• Panic

• Cautious optimism

• Indifference

• Pessimism

What is the expected impact on the US dollar if a Democratic win occurs?

• Volatility in the dollar

• No change in the dollar

• Weakening of the dollar

• Strengthening of the dollar

What does the lack of a haven bid suggest about market expectations?

• Increased risk aversion

• Greater odds of a Democratic win

• Stability in the market

• Uncertainty in the market

What do JP Morgan and Evercore ISI suggest about the stimulus talks?

• They have reached new urgencies

• They are postponed

• They are irrelevant

• They are not urgent

How should European investors react to a Democratic win according to Goldman Sachs?

• Invest in US exposures

• Focus on domestic stocks and cyclicals

• Avoid all investments

• Invest in technology stocks