Quotes
Of course, there are acute sector considerations and there are broader macroeconomic implications, but in general the U.S. economy continues to march forward,
Boltansky wrote in a note Wednesday Investor sentiment is pro-growth, pro-deregulation, and pro-markets, as seen in the overnight market action,
said David Bahnsen, chief investment officer, The Bahnsen Group, in a note to clients Q3 was widely expected to be the weakest quarter for Ferrari in 2024, primarily due to temporary headwinds, yet the company's performance was still ahead of many peers in Luxury as well as Autos sectors,
analyst Robert Krankowski wrote The biggest catalyst for sustained outperformance for small caps would be a Trump win next week due to: (i) Trump's domestic focused agenda, (ii) deregulation policy increases small business confidence, (iii) higher M & A/sponsor activity with weaker DOJ/FTC (iv) extension of individual/pass-through tax cuts, (v) a larger fiscal package passed by Congress in 2025 removing downside to U.S. growth,
wrote Wolfe Research chief investment strategist Chris Senyek in a note last week The markets are scrambling to figure out what happens next, but for the time being, the market is pricing in a higher growth and higher inflation outlook,
Peter Esho of Esho Capital said in a commentary Positive outcomes for Harris are expected to boost Asian assets, while Trump gains may exert downward pressure,
Anderson Alves of ActivTrades said in a commentary Donald Trump is the candidate where you ignore what he says and focus on what you expect him to do,
Seiberg wrote in a note to clients recently It seems like the odds might be a little bit ahead of the data so far,
We think that people are way too nervous about the tariffs, because they always ignore that they produce a lot of revenue. If you take that revenue and cut corporate taxes or even individual taxes, that's a big offset to that, and it's actually pro-investment,
With election day finally here, expect more market volatility, particularly if the wait for a result is long or contested. Political divisiveness presents a risk to investor sentiment,
said Adam Turnquist, chief technical strategist for LPL Financial Most stock price movements over time are driven by earnings, inflation, and interest rates. Policy does matter, particularly tax and trade policy, but not as much as some might think,
Though having gone through the ‘hanging chads’ of the Bush vs. Gore election in 2000, legal challenges, recounts, and the Jan. 6 experience, perhaps markets are battle-tested for election chaos,
The market appears to be in an anticipatory relief rally now that the election is here,
said Louis Navellier of Navellier & Associates in a note to investors Tuesday I do think Trump 2.0 will be different from Trump 1.0... I expect him to push through a lot of fast major legislation within the first 100 days, so hold on to your hats,
If it becomes a very, very contested election that gets dragged out in the legal system for a couple of weeks. I think the market would not like that... that would be one downside risk,
My feel is clearly projecting the strong likelihood of a Trump win,
I think it's been betting on a Trump victory. I think that's why you've seen today is such a strong move,
said Timothy Anderson, managing director with MND Partners, division of TJM Investments, LLC There's been a lot of hedging against potential uncertainty, potential drama out of Washington. We've seen that. And now as we're at Election Day, we kind of are optimistic that maybe some of that can unwind,
said Ryan Detrick, chief market strategist at Carson Group I want to highlight ten stocks that I believe will do well under either candidate, a who's who of acclamation — companies that almost have to do well because of seismic trends and savvy managements,
I very much ascribe to that view that a Trump victory would be very good for stocks, ... And I think a Harris victory would not be particularly good for risk assets."
Jason Trennert, chairman at Strategas, said Tuesday on CNBC's "Power Lunch."
