US Elections//Beyond the Market Euphoria//Trump 2.0 Policy Bingo Card

In Tina Fordham’s latest newsletter, she addresses Donald Trump’s decisive win, noting market optimism around pro-business policies and deregulation. This victory complicates US-China relations, NATO support, and climate initiatives, while emboldening right-wing populist movements globally. Fordham highlights inflation risks with potential pressure on the Fed and hints at possible reforms targeting agencies like the SEC […]

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Halftime on US Election Day//What to watch for in the next 12 hours

In her newsletter, Tina Fordham highlights the intense stakes of U.S. Election Day, with both major candidates—and the credibility of pollsters—on the line. While polls remain steady, shifting public sentiment and metrics hint at surprises, especially with tight races in states like Pennsylvania. Notably, Puerto Rican voters could play a decisive role, especially in key […]

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T-1 Until a Moment of Clarity on US Elections?

A recent poll shows Kamala Harris narrowly leading Donald Trump in Iowa, shaking up assumptions in the tight U.S. election race. Analysts suggest that support for women’s reproductive rights, the so-called “Dobbs Effect,” may drive voter turnout, particularly among women. The close polling has left markets on edge, with no clear outcome expected on election […]

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