8/11/2016 กราฟนิ่งๆ รอผลเลือกตั้งพรุ่งนี้แน่เลย
"Risky assets to rally on a Clinton victory amid high risk-aversion levels, while a Trump win would mean steeper UST curves and higher volatility, Morgan Stanley strategists Michael Zezas, Hans Redeker and David Risinger write in note dated Nov. 7.
Top FX trades for a Clinton victory: Short USD/MXN, long USD/JPY, long USD/KRW
Top FX trades for a Trump victory: short MXN/JPY, long USD/CNH, long USD/CAD
Limited legislative risks for pharm companies in 2017 if government is split, but watch for dual-eligibles risk
Proposals to revert dual eligible coverage from Medicare to Medicaid reimbursement levels could come back to life regardless of election outcome
If California drug-price ballot measure passes, there could be greater momentum for drug discounts ""as part of future federal legislation, specifically dual eligible reimbursement cuts, to offset other federal spending"""
"Risky assets to rally on a Clinton victory amid high risk-aversion levels, while a Trump win would mean steeper UST curves and higher volatility, Morgan Stanley strategists Michael Zezas, Hans Redeker and David Risinger write in note dated Nov. 7.
Top FX trades for a Clinton victory: Short USD/MXN, long USD/JPY, long USD/KRW
Top FX trades for a Trump victory: short MXN/JPY, long USD/CNH, long USD/CAD
Limited legislative risks for pharm companies in 2017 if government is split, but watch for dual-eligibles risk
Proposals to revert dual eligible coverage from Medicare to Medicaid reimbursement levels could come back to life regardless of election outcome
If California drug-price ballot measure passes, there could be greater momentum for drug discounts ""as part of future federal legislation, specifically dual eligible reimbursement cuts, to offset other federal spending"""
| http://www.bloomberg.com/news/articles/2016-11-05/december-fed-rate-hike-odds-seen-plunging-on-trump-election-win | ขึ้นดอกเบี้ยธันวา |
| http://www.bloomberg.com/news/articles/2016-11-07/greenspan-sees-bond-yields-climbing-as-high-as-5-percent-again | Greenspan | “We’re moving into the very early stages of inflation acceleration,” Greenspan said. “That could be the trigger.” | |||||||||||||
| “Both candidates favor a weak dollar, so dollar selling may gain momentum after the election,” said Shuji Shirota, head of the macroeconomic strategy group at HSBC Securities Japan Ltd. in Tokyo. “The risk of the dollar falling below 100 yen will heighten towards the end of the year and into next year.” | |||||||||||||||
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