Here's a quickie from UBS on the FX impacts from the US election outcome

In a nutshell, say UBS:

A win by Clinton is largely priced by markets

• Shouldn"t have a large medium-term impact on FX or rates markets

A Trump win

• Correlations suggest that USD/MXN is the place to express this view

No surprises there.

While we"re at it, this quick take from Société Générale, on a win by Clinton:

• Expect a quick relief rebound in global equity market


• Bet against US pharma company stocks in the medium term

Here"s a quickie from UBS on the FX impacts from the US election outcome
Here"s a quickie from UBS on the FX impacts from the US election outcome
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