Mark Chandler - Click to enlarge Even before the my polling station opened today, I had the privilege of being on Bloomberg Surveillance today with Gina Cervetti and Tom Keene. We talk about a wide range of issues directly and tangentially related to the US election. We discuss the outcome the market appears to be discounting. We talk about peso’s strength, which began in the second half of last week, before the FBI...
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Introduction by George Dorgan My articles About meMy booksFollow on:TwitterFacebookGoogle +YoutubeSeeking AlphaCFA SocietyLinkedINEconomicBlogs Summary: Neither the Mexican peso’s performance nor the fed funds futures seem to show that investors think the election is very close. Not all poll analysis showed what the Financial Times called “knife-edge”. None of the poll analysis showed Trump winning, and...
Read More »[unable to retrieve full-text content]Shifting intermarket relationships pose challenge for investors. The market is convinced the Fed will not raise rates. Greater uncertainty surrounds the BOJ; there seems less willingness to shock and awe.
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