Awaiting The Harris Effect, Trump Remains The Favorite

The Expert's View

Date:

Autor: Carlos Ruiz de Antequera

Barring any last-minute major surprise, the official nomination of Kamala Harris at the party congress at the end of August is assured

Perhaps the most unfavorable aspect of the candidacy is the perception of conservative Americans regarding Harris's political positioning, to the left of Biden

The rebalancing towards more cyclical, value, and small-cap companies could continue to benefit from macro announcements pointing to a consolidation in the disinflation trend