News
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What Could A Divided Government Mean For U.S. Stocks?
The prospects for a major fiscal stimulus package have decreased, but other supportive factors remain in place.As we wait for the votes to be counted, and perhaps recounted, in some key states, we've gotten some questions about the potential for a divided government and what it could mean for markets if the White House and Congress are split between parties.I believe that investors, at a minimum, can rest easy knowing that meaningful change is probably not forthcoming.
Seekingalpha · 11/08 18:45
Week Ahead - What Next After Election Mayhem?
I think it's safe to say, last week more than lived up to expectations. We may never see a US election like it again. What is remarkable is how relaxed traders have been throughout.Many expect the central bank to announce further easing measures in December, once the election is resolved and with new economic projections to guide them.China Trade Balance and FX Reserves released tomorrow. Both may slow due to the long October holiday, but it will take a big downward surprise in exports to trip up the bullish China story on Monday morning.
Seekingalpha · 11/08 18:10
Market Surges As Election Turns Into Optimal Outcome
After reducing equity risk in portfolios over the last few weeks, we suggested last week the "selling" was likely overdone.It was quite the reversal. The rally pushed the market back above the 50-dma and lower highs' previous downtrend. Such sets the market up for a retest of all-time highs next week.However, before you get all excited and go throwing your money into the market, you may want to step back and re-evaluate your risk.
Seekingalpha · 11/08 14:20
Weekly Commentary: Critical Juncture
We've grown accustomed to the "new normal": Stock market ebullience even as the country suffers through a distressing confluence of hardships.It is deeply disappointing to witness an election where seemingly everyone comes out of the process only further disillusioned.This is a critical juncture in our nation's history. Let's agree to disagree on many issues. Let's be civil.
Seekingalpha · 11/08 12:48
U.S. 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty
The race for US president has not yet been decided.Though there appears to be some certainty over Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers.Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on why this might be a good thing for equities.
Seekingalpha · 11/05 08:21
What Commodity Performance Tells Us About Economic Recovery
Within the various commodity sectors there are certain products that have outperformed others as the market recovered.Outperformance within groups is one of the keys to understanding the nature of commodity prices in relation to economic forecasts.Especially in the wake of changing central bank policy.
Seekingalpha · 11/05 08:14
Technically Speaking: Rules To Navigate A Contentious Election
Investors need a clear set of rules to navigate a contentious election.Ample warning signs suggest the risks of having excessive equity exposure to the market outweighs the potential for reward.At least for now.
Seekingalpha · 11/03 12:01
Grappling With Gridlock: U.S. Election Update
How election results affect our positioning.We believe a blue sweep is negative for our 'Where' stage in U.S. equities because of its antibusiness policies; that negativity is offset in the 'Why' stage because of ability to push through more fiscal stimulus.What matters is not only which party has the majority, but how big the majority is.
Seekingalpha · 11/03 08:48
A Look At Historical Market Patterns In Election Years
'Markets are apolitical'Investors and traders could look to rebalance portfolios depending on the winner of the U.S. Presidential election.Volatility tends to rise in October ahead of an election, but often subsides if the outcome is decisive.
Seekingalpha · 11/03 08:13
Our Latest Equity Views
We update our equity views ahead of the U.S. election, including upgrading emerging market equities and introducing an overweight in the size style factor.A resurgence of Covid-19 cases may weigh on mobility and activity in the near term. We still see this wave of infections as shallower than the spring one.Democratic nominee and former Vice President Joe Biden retains his lead in national polls as the U.S. nears Election Day.
Seekingalpha · 11/03 08:05
QNOMICS: Interview With Peter Cecchini, Founder And Chief Strategist At AlphaOmega Advisors
Peter co-founded AlphaOmega Advisors and was chief global market strategist at Cantor Fitzgerald for a decade.Peter is one of the few tv commentators worth listening to and doesn't have any agenda.Rate policy not working to spur inflation.The impact of low rates.
Seekingalpha · 11/03 07:33
SPY Could Slump 8% in a Contested Election, Susquehanna Says
Bloomberg · 11/02 23:14
A $527 Billion Quant Giant Slashes Fees With Outflows Building
Quant giant Dimensional Fund Advisors is cutting management costs on more than a third of its mutual-fund offerings.
Bloomberg · 11/02 19:43
Junk-Bond ETF Suffers $3.7 Billion Exodus With Election Looming
In the final countdown before the U.S. presidential election, exchange-traded fund investors are pulling out of junk bonds.
Bloomberg · 11/02 16:19
Charts Traders Will Be Nervously Refreshing on Election Night
For investors, the answers to questions about who won on election night will be more complicated than just “Republicans” or “Democrats.”
Bloomberg · 11/02 12:00
Weekly Commentary: Very Dangerous
We're now only a few days from the most pivotal of elections.COVID cases here at home remained highly elevated all summer. And if U.S. infections now follow Europe's trajectory, our nation is facing a dark and challenging winter.The Fed could well be on the cusp of a historic predicament.
Seekingalpha · 11/01 17:55
Blank-Check Stocks Engulfed in Market Selloff After SPAC Frenzy
Bloomberg · 10/30 18:48
SocGen to Seek Buyer for $175 Billion Fund Arm After Review
Societe Generale SA has decided to pursue a sale of its Lyxor asset management business after a yearlong strategic review, people with knowledge of the matter said.
Bloomberg · 10/30 14:12
Election 2020: 5 Truths To Remember About Politics And Investing
It is not a prerequisite that an overwhelming majority of the country approve of the president for US equities to go up.It’s no secret that the US equity market has historically performed best with a divided government.This election is about who’s going to be the next president of the United States - it’s not about which sector may outperform next year, or where the stock market may be in the next four years.
Seekingalpha · 10/30 01:00
Megacap Tech Disappoints in Market Where Nothing’s Good Enough
Bloomberg · 10/29 21:17
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