By Bilal Hafeez 29-10-2020
In: post | Newsletter

US Election Scenarios And Market Implications + Best Of The Web

(2 min read)
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(1) The US Presidential Election: The Possible Outcomes and Their Market Implications  (3 min read) George Goncalves and Dominique Dwor-Frecaut team up for a comprehensive take on the likely policy response around different US election outcomes. A must read!   

(George Goncalves, Dominique Dwor-Frecaut │ 29th October, 2020)

 

(2) When Will We Know Who Won the US Election? (3 min read) Mail-in voting shouldn’t cause significant delays in counting votes, writes John Tierney. Challenges in battleground states are expected but only credible challenges will matter for markets.

(John Tierney│ 29th October, 2020)

 

 

(3) M2 Spike Unlikely to Fuel CPI Inflation (3 min read) The spike in US M2 growth will have a limited impact on inflation, says Dominique Dwor-Frecaut. High-income households and nonfinancial corps account for most of the increase and have a high propensity to save.   

(Dominique Dwor-Frecaut │ 29th October, 2020)

 

 

Coming Stock Market Crash: Preparing For The Next Black Swan Event (Seeking Alpha, 10 min read)

What’s Going to Happen to All the Underfunded Pensions? (A Wealth of Common Sense, 3min read)

Ray Dalio on the Decline of Real Interest Rates (Masters in Business, 90 min listen)

A Debt Crisis Is Not Imminent (Project Syndicate, 4 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.)