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Another good jobs report in the US as election uncertainty lingers. Employment growth slows in Canada, but still robust. The BoE raises its bond purchase target. Services activity contracts in the eurozone. Japanese wages still down y/y. The RBA lowers the cash rate and begins long duration bond purchases.

6. November 2020 von Simona M Mocuta, Kaushik Baidya

US Election

Umfragen deuten darauf hin, dass die allgemeine Stimmung in den USA düster ist und die Wähler Trump in vielen wichtigen Wahlfragen missbilligen, so RealClearPolitics. Die Stimmung in den Medien deutet darauf hin, dass Trump sowohl im gesamten Land als auch in den wichtigen Swing-States gegenüber Biden an Boden verliert.

10. September 2020

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