2152 GMT - For investors in Australian stocks, the best U.S. election outcome is a Republican sweep of government, says Macquarie. It names James Hardie, Computershare, Treasury Wine Estates and BlueScope Steel among the likely beneficiaries, albeit a Republican sweep appears partly discounted by equities markets already. "The risks under a Republican Sweep are higher bond yields (also partly in the market already) and the negative impacts of tariffs (a headwind for ex-U.S. equities)," Macquarie says. Tariffs could be a headwind for Orora, Reliance Worldwide and Reece, it contends. (david.winning@wsj.com; @dwinningWSJ)
(END) Dow Jones Newswires
November 04, 2024 16:53 ET (21:53 GMT)
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