2025

The stock market performs much better when the government is actually doing its job (Market Watch).

2024

US election, uncertainty and slowdown – a heady mix for markets (Reuters).
The stock market gains the most when this political party occupies the White House (Market Watch).

2023

Biden’s China Investment Order Walls Off Only a ‘Small Yard’ (Bloomberg).
How Companies Should Prepare for Repeated Debt-Ceiling Standoffs (Harvard Business Review).
Partisan Conflict in the U.S. and Potential Impacts on the Economy (Economic Brief – FRB Richmond).
Trump Charges Will Drive a Summer of Political Conflict. Markets Will Feel It. (Barron’s).

2021:
How The American Media Landscape is Polarizing the Country (The Pardee Atlas of Global Affairs)

2020:

U.S. Daily COVID-19 Infections Are on the Rise Again (Wall Street Journal)
Detecting the impact of policy uncertainty on foreign direct investment (VOX CEPR)
What did the Founders most fear about impeachment? (The Hill)
Populism, Political Risk And The Economy: What We Can Learn From The Italian Experience – Analysis (Eurasia Review)

2019:
Powell Better Brush Up on His Fed History (Bloomberg – Opinion)
Wall Street Is Desperate for Wonks Who Can Explain the Rise of Populism (Bloomberg)
What did the Founders most fear about impeachment? (The Hill)
Trade-policy uncertainty and partisanship hurt the economy (The Seattle Times)

2018:

Don’t Like Trump? Your Financial Analysis Might Be Biased (Barry Ritholtz-Bloomberg)
Hate the President? It’s Showing Up In Your Work Rating Bonds (Bloomberg)
Wall Street credit analysts more apt to cut ratings if the president is of opposing party (CNBC)
Partisan Bias Is Messing With Asset Prices (Bloomberg)
Trump’s market cheerleading tweets could end up fueling a bubble (CNBC)
Why Is Volatility So Low? (Bloomberg)

2017:
This Gauge of Political Turmoil Stays Near Record High (Bloomberg)
President Trump Keeps Taking Credit for the Stock Market. Here’s What’s Really Driving It (Fortune)
Partisan Conflict Is High, but the Market Doesn’t Care (New York Times)
The Index of Political Conflict: Quantifying the Political Divide (Barron’s)
Here’s why stocks keep rallying despite the Trump-Russia headlines, DC paralysis (CNBC)
US charts that hearten bearish investors (Financial Times)
Political rancor as stock market heads toward summer doldrums (The Mercury News)
Stretched valuations for every major asset class (The New Paper)
US partisan conflict is at historically high levels, but the market doesn’t care (The Business Times)
Haben US-Aktien ihr Sommerhoch schon erreicht? (Neue Zürcher Zeitung)
Washington Will Cast a Shadow Over Stocks (Barron’s)
Index that tracks political conflict hits high (USA Today)
U.S. political conflict is at an all-time high since at least the 1970s, signaling trouble for stocks (The Philadelphia Inquirer)
The Daily Prophet: Red Flags Keep Popping Up in the Stock Market (Bloomberg)
Strife Between Democrats and Republicans Curbs Business Spending (Bloomberg)
The U.S. Economy In 2017: Why Uncertainty Is The ‘Biggest Risk’ (Behind the Markets – Wharton Business Radio and Morningstar)
Donald Trump: a incerteza é o maior risco (Revista Amanha)

2016:
WSJ Interview With Philadelphia Fed’s Patrick Harker (Wall Street Journal)
Political Tempers Are Hotter Than Any U.S. Election Year Since ’80s (Bloomberg)
U.S. election risks could push Fed rate hikes further out (Reuters)
U.S. Politics Scares Overseas Investors (Bloomberg)
US politics has grown insanely polarized (Business Insider)
Economy takes hit when gridlock and political uncertainty rise (The Christian Science Monitor)
Deep dive (Bloomberg). Starts at minute 1.07
WSJ: Tallying the Economic Toll of Political Upheaval (Wall Street Journal)
– Proximidade da eleição nos EUA paralisa investimentos e reduz crescimento (Wall Street Journal – Brasil)
– La campaña electoral pesa en la economía de EE.UU. (La Nacion -Argentina)
– La campaña electoral pesa en la economía de EE.UU. (La Prensa de Honduras)
– La incertidumbre electoral pesa sobre la economía de Estados Unidos (El Periodico de Mexico)

2015:

Television Interview with Steven Nemerovski from “None of the Above” (GrassRoots Community Network, Cable Television Channel 12 Aspen). Starts at minute 6.45

2014:
It’s Official: Partisan Rancor Worst in Over a Century (Bloomberg News)
A New Way to Measure Washington’s Dysfunction (Businessweek)
Study: Americans aren’t that divided (Washington Examiner)
Is Partisan Conflict Really at a Four-Year Low? A New ed Index Says Yes (WSJ)
Partisan politics grew under Obama; weakens economy (Philadelphia Inquirer)
The fury of the makers (The Economist)
Gross National Rancor: A new measure of political failure (ABC 7, Detroit)
Political Targets (Washington Examiner).

2013:
Political Polarization: It’s Worse Than You Think (Businessweek)
Lawmaker Squabbles Cost U.S. 1.75 Million Jobs: Cutting Research (Bloomberg News)
Fed Research Paper: Rise in Partisan Conflict is a Drag on the U.S. Economy (Wall Street Journal).