US election

Why sitting still can be the most positive thing you can do.

PM Capital

The usual stock market mantra is that you sell on the rumour and buy on the fact. With a significant rally ensuing after Donald Trump’s surprise election win, is it the same here? Should you sell now that the new President has been inaugurated and the risks of a Trump... Show More

Bank investors get APRA wrong; and equity goes to war with debt over Trump

Christopher Joye

In The AFR I reflect on the puzzling conflicts between the equity and debt market reactions to the emergence of President-elect Donald Trump: stock-jockies have ignored higher future interest rates---and hence a higher opportunity cost of capital used to discount listed company cash-flows back to the present day---and are instead... Show More

US Trumpits: BREXIT Revisited?

Dr Don Hamson

In a turnaround almost identical to the UK Brexit vote, the US confounded all the pollsters by electing billionaire Donald Trump as the 45th President of the USA. And just like Brexit, initial share market reaction was very negative as the probability of a Trump win increased during vote counting... Show More

FBI clears Clinton of criminal wrongdoing

Livewire News

"Based on our review, we have not changed our conclusion that we expressed in July with respect to Secretary Clinton," FBI chief James Comey said in a letter to Congress on Sunday, US time. Bookmakers are now offering $1.20 for a Clinton victory vs. $5 for a Trump victory. Meanwhile,... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market took a break from taking a belting as the US futures turned positive during our lunch time. US Fed sat on the hands as expected while BOE expected to follow the no action camp. The macro risk of US elections has been weighing on the market. The market prefers... Show More

Market is unprepared for the result of the US election, says Saxo's Chief Economist Steen Jakobsen

Saxo Capital Markets Australia

How will the US presidential contest between Hillary Clinton and Donald Trump shape Q416? Steen Jakobsen, chief economist at Saxo Bank, explains his view on what awaits us. Speaking from New York, he says that it is clear that the US is in a state of emergency outside its major... Show More

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