Investors see Harris winning the election, Evercore's survey shows
A survey conducted by Evercore ISI showed a shift in expectations regarding the upcoming U.S. presidential election.
Harris attracted 50% of responses versus 29% for Trump. In a new answer option, 21% expect that the outcome of the election will not be clear by 11/7, two days after election day. "But then post-Labor Day we’ll start to get a sense of where this race really stands. We still think it’s a toss-up.The survey results also indicated a mixed forecast for the future of AI infrastructure spending. A total of 34% of respondents anticipate a moderation in spending in the second half of 2025, while another 34% expect a deceleration after that period. Meanwhile, 32% predict a slowdown before the second half of 2025.
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