(CNBC) — With the recent rise in Donald Trump's poll numbers, Wall Street is starting to contemplate the prospect of a better-than-expected Republican Party showing on Election Day.
"It's incredible to see how much the US election has changed in recent weeks," Strategas' Daniel Clifton wrote in a report to clients Thursday.
"The FBI report of new emails from Hillary Clinton's private server has turned the election from a referendum on Trump to a referendum on Clinton. ... In our meetings this week in NY and Boston, it was clear to us that investors are not prepared for a Republican sweep."
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