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A blue wave or a blue swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.
US election reflections – celebrating gridlock
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
2020 US election: first take
Why the removal of election uncertainty could support markets – regardless of the outcome.
Equity markets price in uncontested US election
Director of Research Matt Peron says when it comes to the U.S. election, the biggest risk for equity markets is not which party gets voted into office but whether the outcome is contested. So far, equities expect a clear winner on or near Election Day.