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Despite slowing US economic momentum, a worsening health situation, and rising election uncertainty, the policy outlook carries upside risks for the...
If Joe Biden is elected, we look for reversals of President Donald Trump’s policies on immigration, environmental regulation and health care along...
A second term for Donald Trump would likely constrain the economic recovery relative to a Joe Biden presidency, but the degree of constraint would...
The pre-election uncertainty surrounding a fiscal stimulus package could represent a watershed moment for the US economy as fiscal stimulus is...
As we look ahead to the first presidential debate, our economic election models continue to see President Donald Trump losing his reelection bid.
A...
Markets are pricing in greater volatility around the presidential election as a surge in mail-in votes raises the odds of a delay in declaring the...
Last week, the Fed made clear that it would do its part to support the economy for the long haul, providing powerful dovish forward guidance. This...
Our Fixed Income Focus looks at a lethargic Treasury trade persisting despite equity losses. Bonds led Treasury yields lower, but the...
Life was breathed back into negotiations over another fiscal package this week, with both Treasury Secretary Mnuchin and House Speaker Pelosi saying...
Joe Biden’s fiscal policy proposals would provide the US economy with a booster shot as it recovers from the Global Coronavirus Recession.
While his...
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