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According To Credit Suisse, This Is The Only Thing That Matters To Markets

According To Credit Suisse, This Is The Only Thing That Matters To Markets

And, it will probably surprise no one, it has to do with president Donald Trump.

In a report by Credit Suisse analyst Lori Calvasina, to better understand the short term performance trends seen in the aftermath of the US Presidential election, and which trades may be most sensitive to shifting winds in Washington going forward, the Swiss bank analyzed how a handful of major macro indicators, stock market indices, styles, themes, sectors, and industry groups have been trading relative to trends in Trump’s favorability since the election, as tracked by Real Clear Politics.

Mike Pence Heads Official Voter Fraud Investigation

President Trump has placed Vice President Mike Pence in charge of an official government investigation into claims that widespread voter fraud took place during the 2016 US presidential election.  Pence will head a special commission to investigate claims that Clinton won the popular vote due to voter fraud across the United States. Presstv.ir reports: “I’m going to set up a commission to be headed by Vice President Mike Pence and we’re going to look at it very, very carefully,” Trump told Fox News’s Bill O’Reilly in an interview on Sunday afternoon.

Trump To Push On With Voter Fraud Probe, Puts Mike Pence In Charge

As if trying to prove MSNBC, which last week reported that "Trump’s campaign against imaginary voter fraud quietly fades", wrong President Trump announced during an interview with Bill O'Reilly on Sunday that he would put Vice President Mike Pence in charge of a commission to probe what he believes was voter fraud in last November's election, and which he says helped Hillary Clinton win the popular vote.

“I’m going to set up a commission to be headed by Vice President Mike Pence and we’re going to look at it very, very carefully,” Trump told Fox News’s Bill O’Reilly.

World's Largest Actively Managed-Bond Fund Dumps "Excessively Risky" Eurozone Bank Debt

World's Largest Actively Managed-Bond Fund Dumps "Excessively Risky" Eurozone Bank Debt

Back in September, Tad Rivelle, Chief Investment Officer for fixed income at LA-based TCW, said in a note that "the time has come to leave the dance floor", noting that "corporate leverage, which has exceeded levels reached before the 2008 financial crisis, is a sign that investors should start preparing for the end of the credit cycle." Ominously, he added that “we’ve lived this story before.” Five months later, the FT reports that TCW, which is also the US asset manager that runs the world’s largest actively managed bond fund, has put its money where its bearish mouth is, and has eliminat

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