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The US housing sector continues to impress. Retail sales beat expectations in Canada. UK retail sales rebound. Italian industrial orders retreat. Japan’s Q3 GDP exceed expectations. A robust jobs report in Australia.

20 November 2020 By Simona M Mocuta, Kaushik Baidya

US Election


Following the US elections, we continue to monitor the post-election political landscape, especially in the context of the incumbent refusing to accept the popular verdict and the control of the US Senate still not being a foregone conclusion.

18 November 2020 By Elliot Hentov

This in-depth research paper provides an overview of current polling sentiment in the US, along with a historical look at how markets behave during election cycles. The authors also lay out the key policy areas and themes for the upcoming US presidential election, and the implications for investors. The paper concludes with potential election scenarios and implementation ideas.

10 September 2020

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