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蓝色浪潮或动摇市场Blue wave could rattle markets

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布伦丹·麦克德米德/路透社Brendan McDermid/Reuters

分析师警告称,民主党在今天的中期选举中如果取得强势表现,可能会拖累市场,因为投资者正为更严厉的科技监管和更紧张的财政谈判做准备。

Analysts are warning that a strong Democratic showing in today’s midterms could drag down markets as investors brace for tougher tech oversight and tenser fiscal negotiations.

他们也承认,股市有可能获得提振:民主党控制众参两院并与共和党控制的白宫对峙,将限制政府支出并减少政策变动,从而缓解赤字担忧并降低监管不确定性。民主党还可能推动撤销近期的医疗削减,进而支撑相关板块股价上涨。但据摩根大通称,共和党控制一院或两院对市场仍更为有利。

They also acknowledge it’s possible stocks get a bump: A Democratic House and Senate facing off with a Republican White House would restrict government spending and limit policy changes, soothing deficit worries and reducing regulatory uncertainty. Democrats could also push back on recent healthcare cuts, bolstering those stocks in return. But Republicans holding one or both chambers would still be more positive for markets, according to JPMorgan.

该公司本周预测,蓝色浪潮将导致标普500指数下跌最多0.25%或上涨最多0.5%,而国会分裂将导致其上涨0.5%至1%。

The firm predicted this week that a blue wave would cause the S&P 500 to fall as much as 0.25% or rise as much as 0.5%, while a divided Congress would cause it to rise 0.5% to 1%.

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