U.S. Mid-Term Elections Report: The Impact On Policy And Markets

 November 25, 2022 |Michael Capobianco
With U.S. Mid-Term Elections now behind us, we can now assess what sort of impact will we see across the equity market and industries. Instead of the Democratic Party narrowly controlling the House of Representatives, the Republicans will take the reins...
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Recession In The United Kingdom: How It Came To Pass

 November 18, 2022 |Michael Capobianco
The UK seems to be the first major economy to enter recession, and could be the last to exit. In spite of despite an unpalatable economic scenario unfolding, investors can find opportunities here. Recession In The U.K. Has Already Begun The UK seems to...
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Clearer But Still Not Conclusive

 November 11, 2022 |Michael Capobianco
Global market risk remains volatile in the face of many macro considerations. While some parts of the landscape could deliver positive surprises, an unusually wide range of potential economic outcomes merits a modestly defensive stance in portfolio positioning...
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The Economic Response To Global Rate Hikes

 November 04, 2022 |Michael Capobianco
Markets are off to a roaring start after strong employment data from both Canada and The U.S. As global central banks approach the end-game phase of aggressive 2022 policy tightening campaigns, many have taken the first steps in signaling a more cautious...
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