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The Midterm Elections, Earnings, and Seasonality
Mr. Blonde: I would say there are three main things to have a look at. There is an event ahead of us, which is the midterm elections in the US. And then there is a bit of seasonality at play that I want to discuss with you as well as you come from an institutional background like I do. Let's start from midterms, if you don't mind. So do you have a particular view there, something you're specifically looking at? No, so look, I'm not a political strategist and politics in general don't carry a big weight in my framework. But generally speaking, I think presidential elections are far more important than midterm elections.