Research
Talk of Presidential Race Showing Up on Earnings Calls
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
Tag: Election
Newsmakers
Macron Wins French Election, Leaving Door Open for Pension Reform
Macron’s victory does not necessarily mean that the French public supports retirement age increases.
Newsmakers
What France’s First-Round Election Results Mean for Pension Reform
Macron has hinted that he will soften his stance on retirement age.
Pensions
Five CalPERS Board Members Take Sides in Election Race
Margaret Brown, a frequent critic of investment staff and the board, is up for re-election—and some of her peers are supporting her opponent.
Research
Institutional Investors Find Calm Amid Post-Election Chaos
The markets see stability ahead, despite a delayed election result, Senate runoff races, and voter fraud claims from the president.
Market Moves
How a Trump or Biden Victory Might Affect the Economy
S&P Global Ratings analyzes the candidates’ differences and ‘surprising similarities.’
Market Moves
4 Scenarios on Stimulus Package, Post-Election
What different combinations of control on Capitol Hill and the White House would mean, by LPL’s reckoning.
Market Moves
Don’t Worry about an Election Outcome Delay, Goldman Says
The mechanisms are in place for the nation and the market to know pretty soon who wins, the firm’s economists argue.
Market Moves
Why Today’s Weaker Dollar May Presage a Trump Re-election
When the buck is down, the incumbent party usually wins, LPL Financial research finds.
Market Moves
Rebound Rally Often Has a Dip—And That Would Come Around Election Day
A bouncing-back S&P 500 tends to drop by 5%, two-plus months after setting a new record, says CFRA’s Sam Stovall. Would this impact the presidential race?
Market Moves
The Market’s Reaction to a Delayed Vote Conclusion? Not Good, Says UBS
The 2000 ballot-count mess teaches that stocks will slump and volatility will rise. But there’s a bright side.
Risk
BofA: The 3 Market Risks You Haven’t Thought About
One relates to the pandemic, one to politics, and one to federal stimulus.
Market Moves
How GDP and Stocks Do When Dems and GOP Control the Presidency and Congress
If the White House and Congress are blue, the economy does best, LPL says. But a Democratic president and a Republican Congress do best for the S&P 500.
Newsmakers
Defeated CalPERS Board Candidate Says Election Was Rigged Against Him
Former board member J.J. Jelincic protests the October 17 election, claims CalPERS team plotted to thwart his candidacy.
Goldman: Divided Government Could Hurt Small-Cap Stocks
With the Democrats likely to take over the House, legislative gridlock may have a Wall Street impact, study shows.