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Oct 13, 2020

Today on the Brief:

  • Market rally to highest point in six weeks
  • BTC and ETH up in part on Grayscale ETH trust becoming an SEC reporting company (Grayscale, like CoinDesk, is a unit of DCG.)
  • CBDCs (and CBDC skepticism) on the rise

Our main discussion: How markets are trading the U.S. presidential election in November. 

A look at what different stock and other market preferences suggests about who Wall Street expects to win, including: 

  • Energy
  • Private prisons
  • Student loans
  • Health care 
  • Infrastructure
  • Dollar
  • Bitcoin