Midterm Takeaways | Weekly Market Commentary | November 12, 2018
Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive
Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive
Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. Source: WEEKLY COMMENTARY
When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications
We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics.
Within the four-year presidential cycle, this quarter and the following two quarters next year are historically the best for stocks.