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
