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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 Door Simona M Mocuta, Kaushik Baidya

US Election

Uit peilingen blijkt dat de algemene stemming in de VS somber is en dat het electoraat Trump afkeurt op veel belangrijke verkiezingskwesties, aldus RealClearPolitics. Mediasentiment suggereert dat Trump terrein verliest tegen Biden, zowel in het hele land als in belangrijke swing-states.

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