Risk
Immigration Critics Overlook the Good It Does, per State Street
The worker influx has led to moderate wage growth and thus held down inflation, according to the firm’s Arone.
Tag: Kamala Harris
Asset Allocation
Small-Cap Stocks Usually Surge in Presidential Years—but Not This One So Far
Large-caps continue to dominate, upending the historical pattern, as outlined in a Royce study.
How Tariffs, Trade Affect Manufacturing Investment
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
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.
Risk
What Could Go Wrong? 5 Black Swan Scenarios for 2024
BCA Research sketches out how such events could roil the markets—and the world.
Newsmakers
Bolstering City Infrastructure ‘Imperative’ to Recovery, Says Kamala Harris
The vice president outlines the Biden administration’s goals as it prepares a plan to build everything from railways to tidal walls.
Market Moves
Stocks Do Well with Total Democratic Dominance in Washington, Study Says
History shows that equities advance an average 9.1% then, LPL research finds.