Hedgie's notes

Hedgie's notes

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Hedgie's notes
Midterms look positive, China looks even more positive

Midterms look positive, China looks even more positive

Midterm results positive; Disney 4Q22 miss; Main buyers of China are from mainland

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HedgiePM
Nov 09, 2022
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Hedgie's notes
Hedgie's notes
Midterms look positive, China looks even more positive
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US futures edging higher as election results stream in. Looks almost certain of either a Republican sweep or a split house (R) and senate (D). The NYTimes has a great tracker:

WSJ:

A Republican win in one or both chambers of Congress is likely to lead to policy gridlock. In turn that could mean:

  • A modest stock-market rally, as investors welcome a lack of m…

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