This week’s review of Randall Forsyth’s “Up and Down Wall Street” column from Barron’s Magazine as well as a look at the debates.
Enjoy!
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I’d like to see more content like this!
A few highlights:
- Debate
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- Lots of focus on Trump/Clinton debate.
- Will comments be made that will impact market? (Ex: Clinton and EpiPen).
- Both candidates likely will put pressure on drug pricing.
- Candidates diverge on healthcare, energy, and taxes.
- Race is essentially tied and first debate will not likely have a major impact.
- Both opposed to TPP.
- Central Banks
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- Overshadowed by election.
- Fed has strongly implied December rate hike.
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- Three dissenting members last week.
- Fed lowered target rate projections (as per usual).
- BOJ left rates unchanged and will target rates at 0% as opposed to negative.
- This all boosted stocks last week, but didn’t really last.
I hope you enjoy this episode.
Best,
Brian
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