How the 'vibecession,' global economic uncertainty are influencing investors this election year

More than 60 countries held or will hold national elections in 2024. Here's the Principal Financial Group CEO's take on investors' response.

Business - CNBC - November 5

Stock-market investors cheered the end of election uncertainty. Policy uncertainty remains.

Investors asked themselves whether the postelection rally could continue, and if Trump is really as good for the market as some think.

Business - MarketWatch - 5 days ago

New Interest Rate Cut Comes Amid Post-Election Economic Uncertainty

Trump’s proposed economic policies, particularly tariffs, are anticipated to push inflation up, making the Federal Reserve’s planned series of cuts much less certain.

Business - Inc. - November 7

How Beijing Tamed a Lawless Industry and Gained Global Influence

State-controlled companies now run an industry once known for its acid pits, radioactive waste and smugglers.

Business - The New York Times - October 28

Another Jolt of Uncertainty for a Global Economy Mired in It

The U.S. presidential election result has ensured a sharp turn in economic policy expected to upend global commerce and diverge from decades of American norms.

Business - The New York Times - November 6

Policymakers warn protectionism threatens global economic recovery

Officials fear rules-based order is under threat as race for US presidency enters final days

Business - Financial Times - October 27

How a U.S. sovereign wealth fund could help Americans and challenge China’s global influence

Direct investment in long-term international development projects could boost Americans’ well-being for generations

Business - MarketWatch - October 26

Election Uncertainty Makes Some Employers Wary of Adding Jobs

Some employers say they have been wary to expand until the outcome of the presidential election is known.

Business - The New York Times - November 1

European Leaders Meet Amid Trump Victory and Global Uncertainty

Leaders from across Europe and beyond gathered to discuss the war in Ukraine, immigration and plans for a second Trump presidency.

World - The New York Times - November 7

How the US election outcome will influence Europe’s defence policy

Also in this newsletter: New EU commissioners face the European parliament

World - Financial Times - November 4

How President-elect Trump can influence the U.S. economy

President-elect Trump has promoted tax cuts, tariffs, deregulation and deportations as key pillars of his blueprint for the U.S. economy.

Business - CNBC - November 11

Global Economic Leaders Confront a New Era of Industrial Policy

Policymakers brace for more protectionism and the demise of “neoliberalism” if Donald J. Trump is re-elected in the U.S.

Business - The New York Times - October 26

FirstFT: Japan plunges into political chaos

Also in today’s newsletter, oil price falls and Franklin Templeton hit by record outflows

World - Financial Times - October 28

10-year Treasury yield ends lower after strong auction as investors await election results

Long-dated Treasury yields erased their rise to end lower Tuesday following an auction of 10-year notes that met solid demand as investors awaited the outcome of the U.S. presidential election.

Business - MarketWatch - November 5

Haitian immigrants in Springfield face uncertainty post-election

President-elect Donald Trump's threat to carry out mass deportations is putting immigrant communities across the nation on edge. Take Springfield, Ohio, where Trump accused Haitian immigrants — ...

Investors cheer Trump’s economic agenda, defying gloomy media

Donald Trump winning the popular vote and control of Congress was not the only shocker this week; the stock market response was almost as stunning.

Politics - The Hill - November 8

Investors want more urgency from Europe in tackling its economic problems

Competition with the US looks set to intensify with Donald Trump heading to the White House again

World - Financial Times - November 16

Treasury yields steady as traders weigh increased Russia-Ukraine tensions

Thursday’s rally in U.S. government debt faded as trading progressed, leaving yields little changed again, as market participants assessed media reports that Russia had fired missiles on Ukraine.

Business - MarketWatch - 2 days ago

How are investors preparing for the Budget?

Executives are seeking to minimise their exposure ahead of what could be the biggest tax-raising statement for a generation

Business - Financial Times - October 29

Global ETFs slide as investors see Trump tariff policies hurting trade

Exchange-traded funds tracking international stocks broadly struggled as investors reacted to Donald Trump's victory.

Business - CNBC - November 6

Goldman chief warns global investors are staying on the ‘sidelines’ in China

David Solomon says there are concerns about cashing out of investments in the country

World - Financial Times - 4 days ago

Stock-market investors should treat Trump and Harris election playbooks with caution

Wall Street makes trading elections sound as easy as falling off a log. Reality often disappoints.

Business - MarketWatch - November 4

Investors should ignore the election noise

Longer-term equity, asset class and sector returns are not generally reflective of a presidency

World - Financial Times - November 4

Fed poised to look past US election uncertainty with quarter-point rate cut

Central bank expected to stay the course despite a distorted jobs report and unclear path for economic policy

Business - Financial Times - November 3

Trump’s election victory throws uncertainty into legal cases he faces

Federal proceedings against him will likely wither, and his state felony sentencing now faces a doubtful future. US election 2024 – latest updates US election results 2024: live map and ...

World - The Guardian - November 6

US central bank boss says Trump can't fire him

The US central bank cuts interest rates, as its chairman vows to stay on the job.

Ukraine faces uncertainty as Trump's election raises questions about war with Russia

Following Donald Trump's election, Ukrainians are left wondering what his proposed peace deal could mean for the ongoing war. Amidst the turmoil, Kyiv says it is now battling North Korean troops ...

Banks may face uncertainties after election euphoria fades: analyst

Moody’s banking strategist Chris Stanley sees potential headwinds along with positive trends for banks in a new Trump administration.

Business - MarketWatch - November 11

How demographics can distort economic narratives

Japan and Italy aren’t quite as stagnant as you think

World - Financial Times - November 1

Foreign investors flock to flagship Saudi economic conference — but face less free-flowing cash

Thousands of financiers, founders and investors are set to descend on the Saudi capital of Riyadh for the eighth edition of the kingdom's Future Investment Initiative.

Business - CNBC - October 28

Friday Briefing: The Global Stakes of the U.S. Election

Plus, Japan's passion for the World Series.

World - The New York Times - October 31

Bitcoin surges 10% to a record above $76,000 as Trump victory heralds wider crypto adoption and weaker regulation

Crypto assets rose as investors bet that a second Trump administration will widen fiscal deficits and boost bitcoin as a hedge against higher inflation.

Business - CNBC - November 6

Is the 'vibecession' here to stay? Here's what experts say

Election exit polls continued to show signs of a "vibecession" among voters. The vibes might continue to be "off" in the future, experts say.

Business - CNBC - November 7

How the west should re-engage with the global south

The erosion of the post-1945 world order requires the UK and its allies to define new forms of multilateralism

World - Financial Times - October 31

How Hermès is bucking the global luxury slowdown

Paris-based luxury house Hermès has reported strong financial results despite a global slowdown that has affected competitors LVMH and Gucci owner Kering.

Business - CNBC - October 31

Cop29 live updates: Carbon credit trade rules approved, breaking lengthy deadlock

Draft decision on article 6 approved with no objections. UN climate chief Simon Stiell gave a moving speech at the Cop29 opening plenary on Monday, writes Dharna Noor, fossil fuels and climate ...

World - The Guardian - November 11

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