Previously on MoreLiver’s:
Both WSJ and The New York
Times will be free for the remainder of the US elections
(from around US close Tue to US close Wed)
Washington Post’s Politics-pag
CNBC: National election results
2012 US Election – The Polls Open – The
World / FT
FT’s live
coverage of a momentous election
US Election round-up,
Monday November 5 – The
World / FT
US Election Round Up Tuesday November 6 – The
World / FT
Presidential Election Preview 1: Timeline And Fiscal Cliff Flowchart – ZH
Presidential Election Preview 1: Timeline And Fiscal Cliff Flowchart – ZH
GS: The key dates and likely paths to resolution of the "fiscal
cliff"
Presidential
Election Preview 2: Where They Stand And Why It Matters – ZH
GS: Legislative inaction now a greater risk than legislative action *
The fiscal stakes are higher than they have been in decades * Monetary policy
in (political) focus
Presidential
Election Preview 3: Swing States And The Horserace – ZH
Goldman finds that a divided government has on average produced considerably tighter fiscal policy - not a good sign.
Goldman finds that a divided government has on average produced considerably tighter fiscal policy - not a good sign.
GS: If Obama Wins, What to Buy and Sell – ZH
Goldman
Sachs: At the sector level, politics - and possibly policies - matter more.
Over the past 35 years, Democratic terms are associated with the outperformance
of cyclical stocks while more defensive and higher yielding sectors have
outperformed during Republican presidencies.
Election Day: What
Could Possibly Go Wrong? – Technology
Review
Old touch-screen devices, lack of paper backup, and
piles of absentee ballots could cause havoc.
Election update - political
uncertainty to continue – Danske
Bank (pdf)
Citi: The Election's
Implications For FX Markets – ZH
If Obama
wins, the initial reaction might still be some modest buying of fixed income,
on the view that the Fed will be encouraged to proceed on its QE path and there
will be more continuity at the end of Bernanke’s term…After the initial
Obama-win rally, the fiscal cliff comes into focus
New Atlantic column: Who will be better for the
economy, Obama or Romney? – Noahpinion
From
"Buy The Presidential Election" To "Sell The Tax Hike" – ZH
GS: Capital gains and dividend taxes have garnered less
attention than other parts of the Fiscal Cliff. However, with those taxes
scheduled to rise at year-end based on current law, our conversations with
clients show a renewed sense of urgency as the deadline approaches.
An Investor’s Guide to the Presidential
Elections – The
Big Picture
For the
economy, it really doesn’t matter whether Obama or Romney wins. What matters is
the outcome of the congressional election and whether the two parties will work
together in the new Congress.
ADDED LATER 1
ADDED LATER 1
US election view [1]: China – a discredited “game of money” – beyondbrics
/ FT
US election view [2]: India – a collective yawn – beyondbrics
/ FT
US election view [3]: Russia – keep hitting the reset button – beyondbrics
/ FT
US election view [4]: Brazil – the man, not the politics – beyondbrics
/ FT
Strategic
Briefing: The Election & The Economy – The
Capital Spectator
Goldman's Guide To The Election In 3 Simple Charts – ZH
Wonkbook: Everything you need to know for election night – WP
Don’t get fooled again: Wonkblogs guide to watching the exit polls – Wonkblog / WP
An Election Guide for Wall Street – DealBook / NYT
* * *
Goldman's Guide To The Election In 3 Simple Charts – ZH
Wonkbook: Everything you need to know for election night – WP
Don’t get fooled again: Wonkblogs guide to watching the exit polls – Wonkblog / WP
An Election Guide for Wall Street – DealBook / NYT
* * *
Divided government to continue after US
election – reasons to remain cautious – Nordea