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US election update
De (correo electrónico): Su nombre: Para (correo elctrónico): Asunto: Mensaje:
    <strong>Artículo publicado en <a href="http://www.lacartadelbolsa.com">La Carta de la Bolsa</a> el Martes, 27 de Septiembre en la sección: Al Día</strong>
    <h3 class="titulo_articulo">US election update</h3>
    Redacción
    <p><a href="http://bit.ly/2dgK4If" target="_blank">US election update <img alt="cid:image002.gif@01CDF40E.8AC10F00" src="https://mail.google.com/mail/u/0/?ui=2&ik=ad04113e64&view=fimg&th=1576c0658dd358e6&attid=0.0.4&disp=emb&attbid=ANGjdJ-LEqE2S8FTtCR3V7PPoi6IFDkwm2mX-hPwsDx__et2Rgb64mhgwZ7iShN4cBi87ac51MJVwpsTyldrhK3r4Tlwb-sazKl16aHfhAKeYUSIqU54N9OQRQjCyw0&sz=w30-h30&ats=1474991361963&rm=1576c0658dd358e6&zw&atsh=1" style="height:15px; min-height:0.1562in; width:0.1562in" /></a></p>

<p> </p>

<p><em>Approaching end game</em><br />
<br />
<strong>Key points</strong></p>

<p>§  Following a marked worsening in polling in early August, Donald Trump has maintained a consistent pace of recovery to draw almost level with Hillary Clinton in current polling.</p>

<p>§  Trump has campaigned in a more disciplined fashion in recent months and his message appears closer to traditional Republican values.</p>

<p>§  At the same time Clinton has struggled recently, not least with health issues having been diagnosed with pneumonia.</p>
    <p>§  We await the reaction to Monday’s TV debate to see if Clinton’s performance was sufficient to arrest Trump’s momentum. Polls at present suggest the election is in the balance.</p>

<p>§  Trump has also moderated his economic manifesto to be closer aligned with House Republican proposals. His policy is now a more corporate focused fiscal stimulus that we think would result in a sustainably faster pace of activity. But some of his other economic proposals could still inflict material damage to the economy.</p>

<p>§  Our analysis provides tentative evidence that equity markets have reacted more nervously as the prospect of a Trump Presidency rises.</p>

<p>§  Both US government yields and the dollar have shown clear evidence of rising with the prospect of a Trump victory.</p>
    https://lacartadelabolsa.com/index.php/262944
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