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(1) DM Monetary Policy Options Heading Into 2021 (7 min read) Phil Suttle sees options for further monetary policy support in DM limited heading into 2021. And in his view, the shift to AIT carries some important negative risks.
(Phil Suttle │ 6th October, 2020)
(2) Does Trump Have Enough Time To Overturn Biden’s Lead? (1 min read) Biden’s odds of winning the Presidency have increased since Trump’s COVID diagnosis. I look at latest odds for a Democrat sweep and latest polling in swing states.
(Bilal Hafeez│ 6th October, 2020)
Do persistently high volatility futures mean that the market’s biggest US election fear is not who wins, but for how long the result may be in doubt? (Man Group, 5 min read)
Biden’s business tax plan: More complexity, questionable effect (PIIE, 8 min read)
Elephant who lost its trunk: Continued growth in Asia, but the slowdown in top 1% growth after the financial crisis (Vox EU, 8 min read)
ESG investing looks like just another stock bubble (Advisor Perspectives, 3 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)