What lies ahead for the US economy and markets?

Wednesday 21 November 2018

Market Insights

The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world. Moving towards the end of the year and into 2019, global investors have started to raise questions about whether the US economy and business sector will continue to shine, how inflation will evolve, and which direction the Federal Reserve will take going forward.

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Brexit: what are the consequences?
11/26/2018 Market Insights

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10/09/2018 Market Insights

US Midterm Elections: Potential Economic Agenda and Market Implications

In the upcoming US midterm elections on November 6, there are high expectations of divided Congress, with the Democratic Party taking control of the House of Representatives and the Republicans – or Grand Old Party (GOP) retaining control of the Senate. Other scenarios are possible: the GOP could maintain control of Congress or the Democrats could sweep both the House and the Senate.In this piece, we examine some of the reasons why we believe the most likely election outcome is a divided Congress. We then look at the economic agendas for both parties and potential issues around their implementation. Finally, we analyze possible investment implications on US equities and fixed income markets. Read here