FDS Market Commentary
The Federal Budget Deficit and Fiscal Dominance
Raging fiscal deficits are back in the news ahead of the 2024 election, with talk of fiscal dominance. How does this impact investors?
Raging fiscal deficits are back in the news ahead of the 2024 election, with talk of fiscal dominance. How does this impact investors?
How will Political Instability Affect the Markets?
Political instability in the U.S. is the highest since the 1960s. This can be unsettling to investors and lead to investment mistakes based on one’s view of how the political winds are blowing. We believe investors need to separate politics from investing, and look at the example of 1968 when assessing whether political instability affects markets.