04 Nov 2016

Posted at 12:46h in The Friday Brief by

As the election draws near, stock and bond markets have been divided as to the significance of the outcome. A Trump victory injects policy uncertainty -  something markets generally dislike. And a Clinton presidency provides more policy certainty, but with recent revelations from the FBI,...

26 Oct 2012

Posted at 14:45h in The Friday Brief by
During a political strategy session for candidate Bill Clinton, back in 1992 James Carvell ardently reminded those in the room that “it’s the economy Stupid.” The statement recognized a fact so simple and irrefutable, that even a stupid person should get it - people vote their pocketbook.