Nordea har lavet en graf over aktiekurserne i forhold til chancerne for en valgsejr for Republikanerne og dermed Donald Trump. Grafen viser, at jo mere Trump står til valgsejr, desuden mere stiger aktierne. Hænger det sådan sammen, spørger Nordea.
Uddrag fra Nordea:
Perhaps investors are fretting too much about the Democrats, Warren and Sanders, and not thinking enough about the likelihood of the Republicans wresting back control of the House of Representatives. The latter could boost the likelihood of a Trumpian “roaring geyser of opportunity”, and continued US outperformance (USD-positive).
Chart 3: What’s good for Trump is good for equities!?
