So while there was an element of buy the rumour and sell the fact around Obama’s victory, ultimately the fact that the outcome was known was good. Funny that, because I seem to recall that back in 2000, when we had the hanging chard debacle, the equity markets were not bothered.
A friend at BNP Paribas sent me a nice graphic showing how the dollar, US equities and fixed income have performed under the various US presidents since 1976.
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