Vit T *50 Here are select notes from DB's Midterm conference call with Quinn Brody: Macro Strategist, Frank Kelly: Head of Government Affairs, and Mark Chen: Co-Head GED I lin Ili Quinn Brody: Macro Strategist • Midterm election result expectations: Base case: 60% probability is Dems take House, but

the only pillar of his campaign he hasn't yet addressed • Mueller to report to boss on report in coming weeks-but dangerous to speculate too soon Mark Chen, Co-Head GED • What have we been seeing on the desk o Enormous sector rotation theme, bid towards sector ETF in anticipation of sector moves o Us