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.

What is the anticipated growth rate of the overall economy in the next 12 months?

What role does government intervention play in the expected economic vitality?