Our Hot Take on the Trump Upset
Buy the dip? Probably, but it depends on whether we get the protectionist or the tax-cutter.
The Oldest Divide
Trump, Clinton and the Culture of Deference
Our Fearless Predictions
Clinton wins by plurality, but the GOP keeps the Senate and House, and adds governors.
US Jobs - 2016-11-03
The Cubs Have A Smaller Chance Of Winning Than Trump Does
Former CIA officer threatens to shake up White House race in Utah
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.