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Uncertainty lingers stateside

29 September 2020

Chief Investment Officer Bernard Swords analyses the reoccurring theme of lack of fiscal stimulus in the US as we approach the US election.

  • In the short-term, the lack of fiscal stimulus in the US is weighing on markets as the Democrats and Republicans remain deadlocked over a package in the wake of the upcoming election. 
  • A pickup in COVID-19 cases globally continues to be another important market driver. 

 

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