These are 538 adjusted polls. If they prove correct then:
- Biden stimulus will be unleashed leading to…
- steepening yield curve (possibly sharp);
- value rotation rocket;
- possible blow-off and dump of stocks;
- falling DXY and rising AUD but also an emerging US growth advantage to reverse it;
- commodities bid and blowoff especially for copper and associated green metals.
It could be a blowoff and bust for all sorts of current trends.