(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!
(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)
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