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Takeaways from the first presidential debate
Many market participants feared volatility around the first the presidential debate due to the risk of a Biden meltdown, but such fears were unfounded. We watched the full first presidential debate and here are our key takeaways. Our key takeaways: Biden performed much better than feared (by some) All debate on whether Biden is mentally healthy should end after tonight, but probably wont Trump probably gains the most from 1-to-1 debates against Biden Markets remained calm throughout the debate Our base case is a Biden-victory and a risk asset rally including a weaker USD after the election The first presidential ... (full story)
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