Covid numbers & stimulus dynamic matter much more, in our opinion. Over the next few weeks, we expect to be inundated with articles on discussing each candidate’s respective platform and the potential ramification for stock prices. However, the reality is that not much will change, regardless of who wins, at least in the foreseeable future. Both candidates will continue the Fed's stimulative policies with trillion-dollar packages likely, and neither will make coronavirus go away. Get ready for a few weeks of handwringing and anxiety which will eventually cumulate in the unsatisfying sensation of being exhausted from running in place.
