By Bilal Hafeez 29-09-2020
In: post | Newsletter

EM Inflation Is Back / US Election Scenarios And The Market Reaction + Best Of The Web

(2 min read)
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(1) Inflation Is Back, At Least In EM (4 min read) Two EM central banks hiked rates last week and most have now hit pause on further easing. Caroline Grady looks at what’s behind rising inflation in EM and what it means for markets.

(Caroline Grady │ 29th September, 2020)

 

 

(2) What To Expect From Markets Under Different Election Outcomes? (7 min read) In this week’s US election piece, Sam van de Schootbrugge looks at what to expect from markets under different 2020 US election outcomes, using only historical performance around previous results. An interesting read ahead of tonight’s debate.

(Sam van de Schootbrugge │ 29th September, 2020)

 

(3) Macro Hive Smart Investor Survey: Results (4 min read) We are back with our third smart investor survey. From stocks, to the dollar and the US election outcome, our network of sophisticated investors and analysts give their latest views.

(Bilal Hafeez, Mehdi Farooq│ 29th September, 2020)

 

(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.)