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Tuesday, November 6

6th Nov - Special: US Elections

Some article links I've featured previously and new ones as well. Updates at the bottom of the post.

 
Previously on MoreLiver’s:

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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 OpenThe World / FT

FT’s live coverage of a momentous election
 
US Election round-up, Monday November 5The World / FT


US Election Round Up Tuesday November 6The World / FT 

Presidential Election Preview 1: Timeline And Fiscal Cliff FlowchartZH
GS: The key dates and likely paths to resolution of the "fiscal cliff"

Presidential Election Preview 2: Where They Stand And Why It MattersZH
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 HorseraceZH
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 SellZH
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 continueDanske Bank (pdf)

Citi: The Election's Implications For FX MarketsZH
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 ElectionsThe Big Picture

Q&A on market implications of the US electionNordea
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
US election view [1]: China – a discredited “game of money”beyondbrics / FT

US election view [2]: India – a collective yawnbeyondbrics / FT



US election view [3]: Russia – keep hitting the reset buttonbeyondbrics / FT



US election view [4]: Brazil – the man, not the politicsbeyondbrics / FT


Strategic Briefing: The Election & The EconomyThe Capital Spectator 

Goldman's Guide To The Election In 3 Simple ChartsZH 

Wonkbook: Everything you need to know for election nightWP 

Don’t get fooled again: Wonkblogs guide to watching the exit polls Wonkblog / WP

An Election Guide for Wall StreetDealBook / NYT



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Divided government to continue after US election – reasons to remain cautiousNordea
 
 
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