Reuters is out with a new poll of the Presidential election that has Harris leading 43% to 42% over Trump. It's similar to others that now show a tight race. Betting markets also show a close race.
Harris is in a honeymoon period as Republicans re-frame their attacks and Democrats shake off the Biden rust.
I continue to emphasize the importance of the House race as well. Biden's poor showing had threatened to kill Democrat's chances at getting the House but the bleeding has stopped.
I think the takeaway for right now (with the election still three months away) is to treat it mostly as noise and focus on the economy and Fed.
