U.S. election through a sectoral lens

BlackRock
By October 16, 2020 14:57

U.S. election through a sectoral lens

Weekly commentary

The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week. What will this mean for equity markets? We believe simplistic narratives about the overall market direction are best avoided – and see the biggest election-related implications playing out …

BlackRock
By October 16, 2020 14:57

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"#Global #debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting #liquidity into most parts of the world economy, the debt predicament is ..." -> https://www.opiniopro.com/2020/10/columbia-threadneedle/implications-of-the-global-debt-explosion/

"The trajectory of the #dollar suspended at the American election" -> https://www.opiniopro.com/2020/10/edmond-de-rothschild/the-trajectory-of-the-dollar-suspended-at-the-american-election/ #uselection #us #currnecy #coronavirus #monetarypolicy #centralbanks

"Investing Amidst a New #Fed Policy Regime" -> https://www.opiniopro.com/2020/10/ubp/investing-amidst-a-new-fed-policy-regime/ #centralbanks #us

Stay up-to-date with the latest #investment thinking - subscribe to our #newsletter: https://mailchi.mp/f5bb9afdbede/opiniopro

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