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Investors and Wall Street analysts may want to take a closer look at stocks that could be winners under a President Kamala Harris after Tuesday night's debate . National polls showed a tight race heading into the debate, but some now believe Harris could get a bump from her performance. "We expect a near-term bounce towards Vice President Harris following the first debate with former President Trump, but the longer-term impact remains unclear," Raymond James Washington analyst Ed Mills said in a note to clients late Tuesday night. Wolfe Research has a similar list of stocks in an anti-Trump trade basket, including health care stocks like Centene and HCA . Of course, it could be difficult for new Democratic policies to become law even with a Harris win in November, depending on how Congressional races shake out.
Persons: Kamala Harris, Donald Trump, Harris, Trump, Raymond James Washington, Ed Mills, Isaac Boltansky, Daniel Clifton, Strategas, Wolfe, — CNBC's Michael Bloom Organizations: Wall Street, Democrat, Walmart, Raytheon Technologies, Wolfe Research, Trump, UBS, Republicans, Democrats, Eaton Corp, Waste Management Locations: Democratic, Ukraine, Russia
Certain stocks are poised to perform better under Republican or Democratic leadership this coming November, according to Strategas. On Wednesday night, former president Donald Trump clinched the victory in the New Hampshire primary over former South Carolina Gov. The win now means it's "highly likely" Trump will secure the Republication presidential nomination, according to Strategas analyst Daniel Clifton. US-China trade tensions are likely to continue regardless, but we see greater escalation under Trump," Clifton said. Other names that could outperform under Democratic leadership include renewable energy company NextEra Energy , automation provider Rockwell Automation and beverage company Constellation Brands .
Persons: there's, Donald Trump, Nikki Haley, Daniel Clifton ., Clifton, Trump, Biden, Kinder Morgan, Tesla, Joe, Morgan Stanley, Erik Woodring, — CNBC's Michael Bloom Organizations: Republican, Democratic, South Carolina Gov, Trump, L3Harris Technologies, JPMorgan, Democrat, Verizon Communications, GOP Congress, California's, Tesla, Biden, Apple, NextEra Energy, Rockwell Automation, Constellation Brands Locations: New Hampshire, L3Harris, Tuesday's, China, Clifton, U.S, LSEG
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategas' Dan Clifton on the debt limit bill: This is going to be some watered-down planDaniel Clifton, Strategas Securities head of policy research, joins CNBC's 'Squawk Box' to discuss what Clifton's expecting House Speaker McCarthy to say to Wall Street, why Speaker McCarthy decided to speak to the investor community, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPresident Biden really did look like he was running for re-election, says Strategas' CliftonLibby Cantrill, PIMCO head of public policy, and Daniel Clifton, Strategas Securities head of policy research, join 'Squawk Box' to discuss the investor takeaways from Biden's State of the Union address.
Strategas estimates 90% likelihood the GOP takes the house
  + stars: | 2022-11-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategas estimates 90% likelihood the GOP takes the houseDaniel Clifton, partner and head of policy research for Baird's Strategas, joins ''Closing Bell' to discuss potential outcomes for the midterm election, the debt ceiling agenda and the top issues driving voter decisions.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a 70% chance of a Republican sweep during midterms, says Strategas' Dan CliftonDaniel Clifton, Strategas Securities head of policy research, joins CNBC's 'Squawk Box' to discuss how the upcoming midterm elections could impact markets.
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