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US Election Night: Is Trump 2.0 here?
Markets are piling into the Trump 2.0 trades now as everything is going his way as votes accumulate and Harris’ path to victory is looking increasingly unlikely. We still have to be patient, but markets are trying to call this for good reason as the probabilities lean hard in Trump's favour. Remember that a proper "Trump 2.0" scenario requires control of the House – it could take some time, possibly days, before we know results of all House elections, but with his popular vote so much stronger than the last two elections the odds are leaning for Republican control of the House as well. The Senate looks a cinch ... (full story)