U.S. Election And Related Reports

The following reports are part of MRB’s ongoing effort to provide economic and financial market insights related to the U.S. presidential election:

Pre-Election

Theme – A Perfect Storm For Political Instability (Part I) – September 27, 2016
Theme – A Perfect Storm For Political Instability (Part II) – September 28, 2016
U.S. – The U.S. Election: More Tweak Than Change Is Likely – September 13, 2016
U.S. – U.S. Health Care Stocks: Campaign Rhetoric Vs Political Realities – September 27, 2016
U.S. – U.S. Energy and Utility Stocks: The Politics Of Climate Change – October 11, 2016
U.S. – Clinton Vs Trump: How The Candidates Would Regulate Wall Street – October 24, 2016
U.S. – U.S. Industrial Stocks: The Politics Of Better Infrastructure And Defense – November 1, 2016
Strategic Trader – All About Politics – October 13, 2016
Global Fixed Income Report – All Eyes On The Election – November 3, 2016
Emerging Markets – Myth Busting The Mexican Peso – September 20, 2016

Post-Election
Theme – Investing Around Trumponomics – November 17, 2016
Theme – Forced De-Globalization (Part I): Benefits And Costs Of Trade – November 8, 2016
Theme – Forced De-Globalization (Part II): Blame Technology Not Trade – November 10, 2016
Weekly Macro Strategy Report – Trump: Jekyll Or Hyde? – November 11, 2016
Foreign Exchange Report – Currencies Navigate Growth Vs Protectionism – November 25, 2016
U.S. Equity Sectors Report – U.S. Sector Positioning In The Post-Election World Of Reflation – November 28, 2016
Emerging Markets – Will The Yuan Be Trumped? – November 14, 2016
Emerging Market Equities Report – Domestic Growth: Worth A Premium? – November 15, 2016
Asia Ex-Japan Equities Report – Asia Ex-Japan Equities: Trump Is Not A Reason To Dump (Yet) – November 22, 2016