U.S. Election Cycles and Market Reactions: 2008–2020

In collaboration with InFi Strategies, LLC, Sismo analyzed stock market reactions to the last four U.S. elections - those electing Barack Obama (2008, 2012), Donald Trump (2016), and Joe Biden (2020). The report examines sector moves, volatility trends, and resilience during crises.

Highlights:

• Banks saw pre-election gains in 2020
• Tech rallied post-election in 2016 and 2020
• Energy sector performance varied with policy direction
• Historical patterns in volatility and post-election recoveries

Read the full paper by Jodie M. Gunzberg, CFA and Emmanuel Dayan: Download here