Economic Insights – October 2019
Roughly one year out from the 2020 U.S. elections and in the midst of what we’ve called the “Second American Civil War,” equity markets are being buffeted by rampant uncertainty.
- That uncertainty is driven by:
- a dramatic realignment of the American political parties,
- changing immigration policy,
- bi-lateral trade wars,
- the twilight of the European Union,
- monetary policy hang-over from the Great Financial Crisis,
- a rapidly evolving regulatory environment,
- selec.....