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LONGER TERM THEMATIC RESEARCH

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U.S. Presidential Election: Healthcare Reform

October 01, 2019 / Mike Gallagher
Healthcare is one of the top five issues for the U.S. electorate, and it will garner significant attention in the run-up to the November 2020 presidential election, especially given that funding healthcare can also be a tax issue. If the momentum swings toward the Democrats’ Medicare for All (MfA) option, the U.S. equity market will likely become nervous.

Impeachment Investigation to Distract Trump?

September 25, 2019 / Mike Gallagher
A formal U.S. House impeachment investigation raises the stakes, but may not shift Republican and Democrat voting intentions.

Watching the Saudi Reaction

September 16, 2019 / Mike Gallagher
The initial spike in oil prices on the lost output from Saudi Arabia is receding, due to reports that the losses will be partially reversed this week but also the anticipation of inventory release. What is key now is whether Saudi Arabia targets Yemen or Iran in retaliation.
SHORTER TERM TACTICAL RESEARCH

U.S. Chart: Dec S&P 500 (E-Mini) Update - On Alert for the Next Turn-on-a-Dime Move

October 07, 2019 / Rob Zukowski

ESZ9 is still up against the 50-day moving average at 2942 as it chopped around the moving average zone of 2931-2942 early on Monday.

Preview: Due October 15 - Eurozone/Germany ZEW Survey

October 07, 2019 / Giacomo Pallaro

We expect the ZEW economic sentiment index to correct lower in October to -25.0.

In-Depth Research: Implications of U.S. September Employment - Growth Has Slowed, but No Sign of a Recession

October 04, 2019 / David Sloan

Private payrolls nearly matched the consensus expectation and remain consistent with a moderate slowdown in activity.

 

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Country Insights Frequently Asked Questions

Country Insights

Raw data and indicators collected and developed by the Continuum Research team.

The Country Insights™ model is our proprietary systematic country risk scoring model designed to provide insight into country strength & vulnerability.

It covers 174 countries and it’s a key component of our systematic research. It serves as a tool for clients to use directly and as an input into country and global thematic research.

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