Stefano Fugazzi reports. Will Trump (Republicans) become the first US presidential candidate since Carter in 1976 to win the White House running on a smaller budget than his rival ($96.2m Trump versus $374.3m H. Clinton) or will the Democrats secure their third consecutive term for first time ever? Since 1960 every presidential election has been … Continue reading
Fund managers Cormac Weldon and Stephen Moore run the Artemis US Select Fund and Artemis US Extended Alpha Fund respectively. The Artemis US Select Fund is a concentrated, ‘best ideas’ fund that follows a high-conviction approach. In this column they share their views on the US economy, the FED policy rate decisions and the upcoming presidential … Continue reading
Stefano F. Fugazzi (ABC Economics) – According to RealClearPolitics poll averages, the Battle for the White House is still wide open although some patterns are beginning to emerge. DEM: CLINTON STILL LEADING SANDERS Clinton leads Sanders by 5.6% in national polls Clinton is expected to win in South Carolina as Sanders trails by 24% In Massachusetts … Continue reading
Stefano Fugazzi (ABC Economics) – Earlier this month ABC Economics published an info-graphic analysis assessing how the US economy has fared under President Obama. Here we update that report (see “SPECIAL REPORT / How Has the Economy Performed Under Barack Obama?”) with a Wall Street Journal analysis showing how some indicators have evolved over the past eight … Continue reading
ABC Economics infographics based on Bank of England (BoE) data on UK banking stress test scenarios. Note that the stress scenario trend line does not constitute a forecast. The BoE forecast, which was discussed with and approved by both the IMF and EU Commission, is exhibited in the baseline scenario.