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Biden's Inaugural to build populism
20 Jan 2021 - Steven BlitzNot being Trump is not enough to successfully govern through the next four years, Biden must turn the base that elected him into a base for him. He will have this political challenge in mind as policies are initiated to.
#Populism #US Election #USD
The Equity Market is now in charge
09 Nov 2020 - Steven BlitzBiden won, Trump lost, but lots of Republicans also won, and the October employment data help explain why – the population does not see the economy in crisis. The ongoing recovery in the labour market (906,000 private.
#Federal Reserve #Monetary Policy #Equities #Bond markets #US Economy #US Election
Chaotic election but clear market reactions to come
23 Oct 2020 - Marcus ChenevixAmid a once-in-a-century pandemic, with new Covid cases surging to a third US peak, the Biden campaign has entered the final stretch of the presidential election with tailwinds at its back and a war chest flush with.
#Trade War #Technology #US Economy #Energy #US Election #ESG
Brexit: Sticking to our "inevitable FTA" view
19 Oct 2020 - Christopher GranvilleNeither the FX market nor most commentators are taking at face value Boris Johnson’s statement on October 16th that “trade talks [with the EU] are over”. While I would definitely agree with this sceptical view of what.
#Eurozone #Brexit #United Kingdom #Tariffs #US Election #Asset Allocation #FX Market
Republicans set to party like its 1968
27 Aug 2020 - Steven BlitzMarkets focus on comparative tax policies, but this election is about raising fear among the electorate in order to drive voter turnout – fear will determine the outcome. The ability to convert voters is so small.
#US Election
Last dance for US fiscal spending
23 Jul 2020 - Steven BlitzRepublican Senate Leader McConnell waited for this last minute to begin negotiating this“stimulus” package because he knew it would limit the bill’s scope. No side wants to see critical aspects of the CARES Act just.
#US Economy #Fiscal Policy #Unemployment #US Election #Deficit
Politics of unemployment to reign
26 Jun 2020 - Steven BlitzAs the economy reopens, the revealed recessionary environment will reflect the imbalance of the expansion just ended – a surplus of service-related workers with no obvious direction in which to go to find re-employment..
#Federal Reserve #Interest Rates #Fiscal Policy #Bear Market #Unemployment #US Election
