观点金融市场

Trading lessons on US elections

Even when there is a clear policy shift to trade on, timing and implementation of changes is critical

The writer is a former chief investment strategist at Bridgewater Associates

With a consequential US election only days away, investors and analysts have been increasingly asked how they are trading the event. Shifts in government policy after elections can obviously influence market and economic trends.

But correctly predicting changes in government policy and market reactions is far from straightforward, even if traders correctly call the highly uncertain outcome of this election. As always, timing is key even when there is a clear policy shift to trade on. When are policy proposals announced? How much is discounted in market valuations when proposals become reality?

您已阅读15%(675字),剩余85%(3923字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。
版权声明:本文版权归manbetx20客户端下载 所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。
设置字号×
最小
较小
默认
较大
最大
分享×