France’s second-round legislative election produced an unexpected result, with the far right Rassemblement National pushed into third place. This highlights again a market problem—politics is becoming more important to markets, but opinion polls are less reliable as a guide to outcomes. Polarization means financial institutions try to strike a neutral tone—“ ... Show More
Yesterday
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Oct 2024
The ‘Mind-blowing’ Thing About This Year’s Polls
The days before an election always bring uncertainty, but that’s especially true this year, with polls showing a near deadlock between Vice President Kamala Harris and former President Donald Trump. This week, Republican pollster and CNN Political Commentator Kristen Soltis Ander ... Show More
26m 24s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Nov 2024
Count down to the US election | MarketTalk: What’s up today? | Swissquote
On Friday, the US announced a meagre 12K nonfarm job additions last month, the manufacturing and private nonfarm payrolls printed negative numbers. But the bright spot was that unemployment remained steady at 4.1% - suggesting that the NFP number probably took a one-off hit, and ... Show More
11m 13s