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Opinion
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The Fed should maintain its data-dependent normalization course with a rate hike likely mid-December 2016. Fed fund futures signal the market has not changed its mind on the Fed staying dovish in 2017. Janet Yellen’s four-year mandate as chair of the Board of Governors will last until 2018.
Trump wins US election and caught pollsters and forecasters on the wrong foot
- With 92% of the votes counted at the time of writing, Donald Trump has already secured 279 electoral votes, above the 270 threshold to win.
- Republicans also kept control of the House of Representatives and the Senate. A unified government has been very rare over the recent decades.
- Trump’s initial statements reassured markets, calling for unity and pledging that he will be the “president of all Americans”.
A contained rise in risk aversion
Long term fiscal profligacy and protectionism should support growth and inflation
Lyxor Research , November 2016
‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)
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