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Can the Rising Sun Shine Brighter Under Suga’s Leadership?


Latest Insights


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The Fed expects to remain on hold through 2023. Sales data continued to improve in Canada. The BoE ponders negative interest rates. Business sentiment improves in Germany and France. Japan’s services inflation dropped due to travel incentives. Australia’s labor market surprises positively.

18. September 2020

US Election


This is Part IV of a mini-series that looks at the US Presidential Elections. Parts I, II and III assessed macroeconomic, broad asset class and equity sector implications. This month, we will publish a comprehensive and in-depth report on equity market performances relative to past elections as well as expected moves this cycle.

4. September 2020

This is Part III of a mini-series that looks at the US Presidential Elections. Parts I and II examined the macroeconomic and broad asset class choices in the context of the elections. In early September, we will publish a comprehensive and in-depth report on equity market performances in relation to past elections as well as expected moves this cycle.

11. August 2020

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