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04.11.26 - 18:45
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Defense Stocks Sink After Democratic Sweep As TD Cowen Warns Trump′s "Branded" Programs Are Dead (ZeroHedge)
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Defense Stocks Sink After Democratic Sweep As TD Cowen Warns Trump's "Branded" Programs Are Dead
Democrats have won majorities in the House and Senate. It's not just data centers and reindustrialization that will be under threat, but also the rearmament cycle, as defense stocks sink in US premarket trading and tumble in Europe's cash session.The larger-than-expected majorities will give Democrats much greater leverage in negotiations with the White House and will become a headache for the defense industry.Traders on both sides of the Atlantic sold defense stocks on Wednesday, with Lockheed Martin and Northrop Grumman tumbling 3% in premarket trading.A Goldman Sachs basket of European defense companies slid as much as 4.1%, its biggest intraday decline in more than four months.TD Cowen policy analyst Roman Schweizer called the Democratic sweep the "toughest outcome for defense spending" and said the incoming Democratic-controlled Congress would likely seek to compel President Trump to end t...
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04.11.26 - 18:45
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Consumer Stocks Surge As Democratic Sweep Fuels Bets On Reversing Trump′s Welfare Cuts (ZeroHedge)
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Consumer Stocks Surge As Democratic Sweep Fuels Bets On Reversing Trump's Welfare Cuts
The reaction to the US midterm election results, a Democratic sweep, has been risk-on in the US ... But as we noted earlier:*NASDAQ 100 FUTURES ERASE EARLIER GAINS TO TURN NEGATIVE https://t.co/chvWYtN3H7— zerohedge (@zerohedge) November 4, 2026
Beyond data center moratorium threats and defense stocks getting hammered, Bernstein analysts see a new consumer stock trade emerging:We see the election results as a net positive for US Consumer equities, and US Retail, but today's improvement in our outlook will take time to materialize into stronger purchasing power for consumers.Bernstein retail analyst Zhihan Ma wrote earlier today that Walmart, Dollar General and Dollar Tree could be potential beneficiaries if Democrats delay or reverse cuts to SNAP and Medicaid under Trump's One Big Beautiful Bill Act.Here's what Ma and her team are thinking this morning: Inflation & Rates: Voters have made...
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04.11.26 - 17:24
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US stocks rise, dollar slides as investors digest Democrats′ midterm victory (The Guardian)
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Government bond yields fall while initial fears ease over impact of election results on world's biggest economyBusiness live – latest updatesUS midterm elections – live updatesAfter US midterms, what will lame duck Trump mean for global economy?US stocks have surged as investors digest the Democrats' victories in the midterm elections, lifted by hopes that Donald Trump's turbulent policymaking would be restrained and shaking off initial fears about the impact on growth in the world's largest economy.The Dow Jones rose 2%, while the tech-heavy Nasdaq and the benchmark S&P 500 gained more than 1% each, turning around overnight falls in US stock futures after the news that the Democratic party won control of the Senate and the House of Representatives. Continue reading......
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04.11.26 - 16:24
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Futures Rip As Wall Street Buys The Blue Tsunami; Dollar Slides, Gold Tops $4,000 (ZeroHedge)
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Futures Rip As Wall Street Buys The Blue Tsunami; Dollar Slides, Gold Tops $4,000
US futures are higher as dip buyers turned an overnight "blue tsunami" puke into a broad rally: Democrats swept both chambers of Congress, initially sending Nasdaq 100 futures down as much as 2.4% on fears of tighter AI regulation and a Texas data center freeze, before President Trump's conciliatory tone (he said Democrats did "a good job" and that he can work with them), AMD's blowout guide and the monetization of a pile of election hedges flipped futures solidly green; as a result the dollar is heading for its worst day since early September while gold blasts back above $4,000. As of 8:15am ET, S&P futures are 0.9% higher at 7,665 while Nasdaq futures are down 0.2%, Russell 2000 futures jump 1.3% and Dow futures are up roughly 1.7%, or about 870 points, as VIX tumbles 12.8% to 18.16. Stocks rose on Tuesday ahead of the vote, with the S&P 500 snapping a three-day losing streak and s...
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04.11.26 - 16:12
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Democrats′ midterm triumph sends US stocks soaring, but Tesla, SpaceX fall (SCMP)
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US stocks rose after markets opened on Wednesday following the Democrats' crushing victory in the US midterm elections, as the convincing result lifted some of the political uncertainty hanging over Wall Street.
The S&P 500 opened 1.1 per cent higher at 9.30am local time, while the Dow Jones Industrial Average added 1.9 per cent after trading started and the Nasdaq Composite jumped 1.1 per cent.
But artificial intelligence stocks slid amid heightened expectations that a Democrat-controlled US......
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04.11.26 - 15:57
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MÄRKTE USA/Wahlsieg der Demokraten beflügelt Wall Street (Dow Jones)
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DOW JONES--Die US-Börsen starten am Mittwoch mit deutlichen Kursgewinnen in den Handel, nachdem bei den Wahlen zum US-Kongress die Demokratische Partei in beiden Häusern die Mehrheit erreicht hat. Der den Republikanern angehörende Präsident Donald ......
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