US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away, one scenario that has been of growing interest among investors is a potential Democratic sweep setting the stage for a shift in the legislative agenda. The consensus view is that a Democrat victory in November will be a negative for equities….
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Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
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