Global PMI - 2016-11-02
3 election outcomes that could hurt stocks
...don’t rule out a bear market if Clinton loses, warns Don Luskin, chief investment officer at financial research firm TrendMacro. “If Trump wins … stocks will drop at least 20% just like that,” Luskin told USA TODAY. “Because markets hate to be surprised and hate it when the conventional wisdom is dead wrong. Just look at the reaction to Brexit.”
On the November FOMC
Barring an election shock, a December hike seems inevitable. It’s a mistake, but not lethal.
Federal Reserve - 2016-11-01
Trump, Clinton and now Weiner? Even psychologists are seeing exhaustion
...Donald Luskin, chief investment officer at TrendMacro, a financial research firm, zapped out a recent report to clients titled, Let’s Talk About Something Other than the Election.
The Top 100 Most Damaging Wikileaks (so far)
Professor who’s predicted 30 years of presidential elections correctly is doubling down on a Trump win
The Rules for Rulers
Is GDP “Rigged”?
“Advance” estimates ahead of presidential elections tend to be revised sharply lower.