Good morning. Election week, and everyone is expecting a Republican blowout. No need to complicate things: with inflation at 8 per cent, the president’s party gets whipped. The rest is noise. We expect markets, in the short term at least, to ignore the whole thing. Email us: [email protected] and [email protected].
早上好。選舉周，所有人都預期共和黨大獲全勝。沒有必要把事情複雜化：在通膨率達到8%的情況下，時任總統的政黨會受到打擊。其餘的都無關緊要。我們預計，用不了多久，市場會忽略整個事件。給我們發郵件：[email protected]和[email protected]。
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