Spotlight on the US Elections

The big things you need to know:First, the various earnings stats we track point to a sleepy start to reporting season, suggesting to us that geopolitics hasn’t been the only thing contributing to the US equity market’s recent gyrations. These stats also highlight how the mega ca ...  Show more

The big things you need to know:First, our thoughts on earnings heading into 4Q25 reporting season – questions we think need answering and stats we’re watching.Second, other updates include our thoughts on implications in house views on the Fed for our own US equity market outloo ...  Show more

Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ...

On Friday, the US announced a meagre 12K nonfarm job additions last month, the manufacturing and private nonfarm payrolls printed negative numbers. But the bright spot was that unemployment remained steady at 4.1% - suggesting that the NFP number probably took a one-off hit, and ...  Show more

With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive tax policy and a possible rebound in investor enthusiasm.

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Our Head of Corporate Credit Research Andrew Sheets discusses why uncertainty around the election’s outcome could be detrimental for credit investors.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corpora ...