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How will the results of the USA election affect the six major industries and leading companies?
Trump and Harris's policies will bring radically different impacts to six major industries: autos, energy, industry, medical health, banks, and technology.
Institutions | The "soft landing" path has not changed, and the noise should not interfere with the Federal Reserve's decision.
The significant deviation in non-farm payroll growth from expectations is attributed to disruptions caused by strikes and hurricanes, this noise is unlikely to alter the pace of the Federal Reserve's monetary policy.
Weekend reading | The US election voting day is approaching! Three perspectives on the impact fluctuations.
Overall, the US economy is currently on a steady landing trajectory, with a slowdown but not too rapid decline. This process may be completed during the next presidential term, and the impact from the economic cycle may still be more powerful than the president's policy in the trend over the next four years.
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