U.S. stocks set to be winners in policies pushed by a Republican administration outperform the Democrat equivalent over the course of the month. The UBS Rep. Win basket spread to the Dem. basket has widened to 17bps as we head into the November election
Among Friday session outperformers in the Rep. Win basket, Capital One Financial and Coinbase lead.
Buying the UBS Rep. Win stocks would have been a better strategy than parking money on the S&P 500 Index, the basket outperforms the market benchmark by 6bps on the month and 5bps since August close
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