Markets swung a bit more decisively behind a Trump win in the midnight -1am period
It seems some good news around Georgia and Florida is the cause –
Georgia independents swung towards Trump – CNN exit poll. Florida is meanwhile going his way decisively.
Odds on Polymarket have risen from below 60% to north of 66% in the last 40mins or so
We have some clear moves on so-called Trump trades -
Bitcoin rallied about $2k to $71,400
DJT shares popped about 29% after-hours before paring gains a touch
10yr yields are back to 4.34%
USD is bid vs peers with big gains vs EM (MXN, CNH) and G10 peers
Now, over to the early reports from Pennsylvania as polls close
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