The Trump Effect: How Markets Are Pricing in a Potential GOP Win

Recent market movements suggest an increasing alignment with the possibility of a Trump victory in the upcoming U.S. presidential election, as polls in key swing states have turned in Trump’s favor. This has led to significant shifts in several major markets, particularly those related to China, energy, Mexico, U.S. big tech, financials, and Argentina. Let’s look at them and at the trends they forecast, in the case of a Donald Trump electoral victory:

1. China’s Sell-Off: Fear of Trump’s Return

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