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Government

The Post-Election Outlook For Polish Markets…

President Biden is facing foreign challenges on three fronts and these challenges are coalescing around the critical states of the Midwest. Take risks off the table and stay defensive in 2024.

Results from Tuesday’s elections suggest that the Democrats are doing better than what their 2024 polling are showing. While the results are marginally positive for equities, investors should not overrate this off-year election, especially considering the slowing economy and the many foreign challenges facing the US.

China: A Government Bailout…
The US Has A House Speaker, What Now…
Is China's Economy Healing…
Trump's Dominance In The Primary Election: Investment Implications…

More equity volatility is coming in the short run. Trump’s nomination looks to be smooth, which marginally reduces the incumbent party advantage and increases policy uncertainty.

Chinese Credit: Less Than Meets The Eye…
China: Would A New Stimulus Round Boost Growth…