US Elections Articles

  • Election Shock
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    Market update: November 2016
    anemptytextlline
    8 December 2016
    November will be remembered for its political surprises, some pleasant and some unsettling – depending on your political stance. In the first week of the month Wall Street and Asian markets trembled in anticipation of a potential Trump victory. Once it became official, bond investors sold off billions of dollars of bonds. In fact, the Bloomberg Barclays Global Aggregate Total Return Index lost 4% in November, the biggest retreat since the start of the index.
  • Election Shock
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    Election Shock!
    anemptytextlline
    23 November 2016
    Trump has promised to cut taxes, renegotiate free trade deals and spend money on infrastructure. He also lambasted the Fed for keeping interest rates too low. Should he fulfil his election promises, particularly on import tariffs, this would significantly increase US inflation. What does this mean for equity and bond markets?
  • A Trump-led US
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    Even a mollified Trump presidency has significant implications
    anemptytextlline
    23 November 2016
    Investment economist Arthur Kamp notes that the by now thoroughly commented on links between trade liberalisation, jobs and living standards are dangerous. They lead us to narrowly focus on the likely protectionist trade policies after Trump’s victory. But the topics which shaped the outcome of the US Presidential election begs the question to what extent the US is likely to disengage from the rest of the world – or not. And are the so-called Trump economics even feasible?
  • Post-election jitters present opportunities to beat inflation
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    Post-election jitters present opportunities to beat inflation
    anemptytextlline
    9 November 2016
    Donald Trump has won the US presidential election, riding a wave of anti-establishment sentiment and the backlash against globalisation, and in a Brexit-like manner, collapsing the status quo.