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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 U.S. Politics
Considering the ramifications of a potentially seismic political result.
Global Perspectives: Making Sense of the U.S. Election
A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.
Options Market Warms to Divided Government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
U.S. Election Reflections: Celebrating Gridlock
In a tightly contested U.S. election, where the issue of postal votes could decide the victor, what does this mean for financial markets?
2020 U.S. Election: First Take
Why the removal of election uncertainty could support markets – regardless of the outcome.
Options Markets See a Tightening Race
Always looking out for surprises, options markets are giving President Trump better odds than what are currently reflected in consensus polling data.
Low Rates vs. U.S. Election: What Matters for Fixed Income?
Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.
Q4 Multi-Asset Outlook: Into the Fog of Uncertainty
What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?
Options Prices Spike on Election Uncertainty
The options market is signaling a tight U.S. presidential race, with volatility likely to increase around Election Day.
How Trump’s Second-Term Tax Ideas Could Impact Investors
The Trump administration has proposed several tax policy ideas that have important implications on how to plan for the future.
Emerging Markets Caught in Trade Winds
No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.