THE WEEK AHEAD ECONOMIC DATA RELEASE 7TH DEC 2025 NO FALL IN RUSSIAN CRUDE EXPORTS POST NOV SANCTIONS DEC FOMC PREVIEW: A HAWKISH CUT CAN 10YR USTs MAKE A DASH TO 4.5% THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH NOV 2025 EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26 CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN IS THIS DECEMBER DIFFERENT FOR DOLLAR BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

US ELECTIONS LOOKS LIKE A RED SWEEP

ADMIN || 12th October 2024

We estimate that both the US senate & US congress will turn Republican post the 5th Nov elections. While the presidential election is too close to call, we are going with a Trump win as he seems to have more tailwind in the 7 swing states. Harris campaign recently seems to have lost it's momentum & voters find her policies lacking clarity on critical topics such as immigration, tariffs & economy. Harris campaign seems to be loosing her gains in almost every swing state in the past 1 month. The US senate is very likely to return to Republicans as both Montana & West Virginia are going red. The US congress elections though tightly contested, might eventually go Red as Trump effect rubs on Republican candidates in the key swing states.

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