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Housing Sector Leads Recovery in US and Canada

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Simona Mocuta gives an overview of the US Fed’s policy stance after its September policy meeting. The assessment is that the Fed is unlikely to adjust its current policy stance and therefore the risk of a preemptive tightening is minimal

September 18, 2020 By Simona Mocuta
Market Updates Weekly Economic Perspectives: Divergent Trends In US CPI Inflation
September 11, 2020 By Simona Mocuta , Kaushik Baidya
Market Updates Abenomics to Hold Fort in the Short Term
September 3, 2020 By Kensuke Niihara , Elliot Hentov, PhD , Wendy Agnew
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US Election

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.

September 10, 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.

September 4, 2020 By Elliot Hentov, Ph.D.,