Coronavirus – U.S. State COVID-19 Full Vaccination Rates vs. 2020 Presidential Election Popular Vote Share Vaccination rates in the United States are highly correlated with politics. Image: BCA Research
Health Care Stocks – Health Care Sector Excess Returns vs. S&P 500 Around U.S. Presidential Elections The health care sector tends to outperform after Election Day. Image: Goldman Sachs Global Investment Research
Euro to U.S. Dollar (EUR/USD) and U.S. Presidential Elections Since 2000, the EUR/USD tends to rise after the U.S. presidential election. Image: Nordea and Macrobond
Percentage of Popular Vote and Electoral College Vote for Winning Candidate in U.S. Presidential Elections Since 1789 Winning the popular vote doesn’t ensure victory in the United States. Image: J.P. Morgan
Performance of the S&P 500 on the 10 Days Following U.S. Presidential Elections The S&P 500 has gained an average 1.7% on the 10 days following U.S. Presidential elections since 1944. Image: Statista
Implied Probabilities for the U.S. Presidential Election The probabilities of Joe Biden winning the election remain high. Image: BofA
Forward Three-Month S&P 500 Performance Following U.S. Presidential Election The S&P 500 tends to do much better if the President is re-elected. Image: Morgan Stanley Wealth Management
U.S. Presidential Election – Potential Scenario Based on Electoral Votes Pennsylvania could decide the presidential election. Image: Financial Times
Cumulative U.S. Equity Fund Flows Around U.S. Presidential Elections Since 2004 Positive flows into U.S. equity funds could support a further rise in the S&P 500 after the U.S. presidential election. Image: Goldman Sachs Global Investment Research
Health Care Sector Excess Returns vs. S&P 500 Around U.S. Presidential Elections The health care sector tends to underperform through U.S. presidential elections, due to uncertainty about future government policy. Image: Goldman Sachs Global Investment Research