US: Trump Sweep of WH, Senate, House Clears the Way for Growth and Lower Brent
Trump's re-election strengthens mandate with Republican control of Senate/House. Proposed tax cuts, deregulation to boost economy/equities and...
161 Views
US: Election Is a Dead Heat, but There'll Be Very Different Winners from Each Outcome
RCP predicts a big Trump win, TheEconomist a narrow Harris one. Turnout key for Trump; his win would lower oil prices & hit China, benefitting the...
173 Views
Japan: LDP-Komeito Lose Their Abe-Era Majority; Political Uncertainty Ahead
LDP-Komeito have 215 seats, 18 short of a majority. CDPJ and centre-left have 185 seats. JIP holds balance of power with 38. Political uncertainty...
313 Views
US: Presidential Race Remains a Dead Heat but Perceived Inflation Likely a Tiebreaker
History shows that high inflation over a presidential term is fatal to incumbents (1952, 1976, 1980, 1992). Prices 25% above Jan'21 will harm...
171 Views
India: Clear Policy Error Despite Food-Driven Spurt in Sep'24 Inflation
Veg prices can't be controlled by monetary policy, so RBI should've cut rates in Aug & Oct'24, with core & headline inflation below target. Policy...
196 Views