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2020 Election Outlook

机译：2020选举前景

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Unlike in the U.S. health care or energy sectors, it is so far hard to discern much of a stock market reaction for the defense sector in the runup to the 2020 U.S. election. There has not been the equivalent of issues such as Medicare for all or fracking that has grabbed the attention of defense investors. That might be because defense and security issues have been absent from the debates so far, and Democratic candidates have put forth few detailed defense and foreign policy plans and proposals.It is way too soon to act with conviction on the potential outcomes of the 2020 election and their implications for defense. Polls can and will change. The likely Democratic presidential candidate may not be known until April, when most of the primaries are completed, or July 2020, when the party holds its convention. And it remains to be seen how that candidate will fare against President Donald Trump, presuming he is not removed from office. Still, leaders at defense companies and analysts have to assess potential outcomes and what they may entail for 2021 and beyond.
机译：与美国医疗保健或能源部门不同，难以辨别在2020年选举中的国防部门的股票市场反应。对所有或欺骗国防投资者注意的全部或压裂等医疗保险等问题。这可能是因为到目前为止的辩论中缺乏防御和安全问题，民主候选人提出了一些详细的辩护和外交政策计划和提案。这太快了解2020年选举的潜在结果及其对防御的影响。民意调查可以并将改变。当大多数初学者完成，当事人持有其公约时，可能迄今为止，可能不会知道民主的总统候选人，直到四月，或者7月20日。并且仍有待候选人将如何对唐纳德特朗普总统票价，假设他没有从办公室删除。仍然，国防公司和分析师的领导者必须评估潜在的结果以及他们可能需要2021年及以后的潜在结果。

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