prediction
The U.S. midterm election result is confirmed as a blue wave, and under a mutual rejection structure policy shifts to administrative power and spending negotiations, reducing upside interest-rate risk and protecting U.S. EPS.
A prediction by 대신증권 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
블루웨이브 확정, 상호 거부 구조 속 정책은 행정권·세출 협상으로 이동, 금리 상방 위험 축소 및 美 EPS 보호 전망
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