Week Ahead - No stimulus. No worries!
Plenty going on in the week ahead.
Before getting into that, let's talk politics.
Wait, don't go!
A dominant narrative has emerged ahead of the U.S. election.
Equities had a strong week, with the S&P gaining 3.8%.
In theory, this shouldn't happen in the month before the U.S. election.
Yet this dominant narrative is clear.
As far as the markets are concerned, the U.S. election is in the bag.
Biden is the clear favourite, reducing the contested election risk (which was probably overblown in the first place).
The lead is so commanding that Dems