Trump, Harris And The Market: Expert Warns Of Post-Election Sell-Off, Stays Long-Term Bullish On S&P 500
Trump, Harris And The Market: Expert Warns Of Post-Election Sell-Off, Stays Long-Term Bullish On S&P 500
Still, Gordon sees a long-term upside in the Todd Gordon joined Benzinga's PreMarket Prep on Monday morning to discuss the possible aftermath of Tuesday's U.S. presidential election between Donald Trump and Kamala Harris.
託德·戈登（Todd Gordon）於週一早上加入了彭博社的PreMarket Prep節目，討論了特朗普和賀錦麗之間可能的美國總統選舉後果。
Main Takeaways: Gordon foresees a possible sell-off in the immediate aftermath of Tuesday's election, citing technical factors.
主要觀點：戈登預見到在週二選舉後的即時反應中可能會出現拋售，理由是技術因素。
"I think regardless, the way the market's acting, the odds are some kind of pullback, either relief—just profit taking into whatever political combination unfolds—or if there's uncertainty and we don't have a president... I think there's potentially a sell-off coming," Gordon said.
「我認爲無論如何，市場的表現方式，很可能會出現某種回調，要麼是寬慰-只是在任何政治組合中進行利潤回吐，要麼是如果存在不確定性我們沒有總統... 我認爲可能會發生拋售，」戈登說。
Still, Gordon sees a long-term upside in the SPDR S&P 500 ETF Trust (NYSE:SPY).
儘管如此，戈登認爲SPDR標普500ETF信託（NYSE:SPY）有長期上漲空間。
"Longer-term, I am very bullish on this market. I like where earnings are, I like where rates are, I like where the yield curve is, we've just got to get through this insane political environment."
「從長期來看，我非常看好這個市場。我喜歡盈利狀況，喜歡利率狀況，喜歡收益率曲線的位置，我們只是需要度過這個瘋狂的政治環境。」
Gordon anticipates that a Trump win could lead to a hawkish Federal Reserve decision on Thursday.
戈登預計特朗普的勝選可能會導致聯儲局在週四做出鷹派決定。
"Let's say Trump comes in, he's viewed to be pretty inflationary because he's a protectionist, he wants onshoring... maybe the Fed can't be as dovish as they want to be."
「假設特朗普當選，他被視爲非常通脹，因爲他是一個保護主義者，他希望本土化...也許聯邦儲備系統不能像他們希望那樣溫和。」
Markets Move Monday: Markets reacted on Monday morning to encouraging polling for Harris over the weekend.
週一市場動向：週一早上市場對賀錦麗在週末的令人鼓舞的民意調查作出了反應。
Pollster Ann Selzer's Iowa poll showed Harris taking a shock lead in the Hawkeye state. Selzer's polls have been an uncanny predictor of electoral success since 2008. The final New York Times-Siena poll released Sunday also showed positive signs for Harris. The two polls are among the highest rated on 538.
民調專家安·塞爾澤的愛荷華州民意調查顯示賀錦麗在「曠野之州」領先，席爾澤的民調自2008年以來一直是選舉成功的神準預測者。上週日發佈的紐約時報-西恩娜民調也顯示了賀錦麗的積極跡象，這兩項民調是538網站評分最高的之一。
Prediction markets moved accordingly—Harris gained 10% back on Trump on Polymarket and also pulled closer on Kalshi.
預測市場的走勢也相應變化——在Polymarket上，賀錦麗對特朗普的優勢增加了10％，在Kalshi上也逐漸縮小了與特朗普之間的距離。
The solar-focused Invesco Solar ETF (NYSE:TAN) jumped over 4% midday on Monday. Shares of First Solar Inc (NASDAQ:FSLR) traded up over 6% at the time of writing.
以太陽能爲焦點的紐交所太陽能etf-invesco（NYSE:TAN）週一中午暴漲超過4％。第一太陽能公司（NASDAQ:FSLR）的股價在撰寫本文時上漲了逾6％。
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Image created using artificial intelligence via Midjourney.
圖像由Midjourney通過人工智能創建。
譯文內容由第三人軟體翻譯。
