First Vice President - Financial Advisor, Senior Portfolio Manager
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The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
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Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.
April 18, 2023
Daily market view
May 7, 2025
Trend & cycle roadmap
May 8, 2026
Global insight monthly
June 1, 2023
Global Insight Weekly