MM #100 – Markets vs. Trump vs. Clinton

The US Presidential Elections are clear: Clinton vs. Trump. What does this mean for markets? We discuss the potential impact and catch up on recent developments as well before looking to what’s next.

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  1. US data vs. rate hike: The NFP was mixed again with stronger wages this time, but we cannot expect any urgency from the Fed, and we explain why.
  2. Clinton vs. Trump: Now that the choice is clear, it couldn’t be starker: the mainstream continuation candidate against the unknown. We look forward to a presidency of both Trump and Clinton and analyze how markets could react throughout the 6 month race.
  3. Preview: The second week of May has a mix of events from various areas of the world: China, the US consumer and the BOE with the EU Referendum getting closer.

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