Partisan Conflict: Blog Coverage and Financial Analysis

2024

– Looking For The ‘Missing Link’ In Failed Recession Models (The Capital Spectator)
– Full-year 2023 results presentation (EFG International)
– Economists Fear These Factors Could Derail the Soft Landing (Globest)
– Breaking out the presidential election-year playbook (Oxford Economics Research Briefing)

2023

– Partisan Conflict in the U.S. and Potential Impacts on the Economy (FRB of Richmond Economic Brief)
– The Economic Consequences of Political Polarization (BNP Paribas)
– Diversify Recession Risks with Cyclicals and Defensives (State Street Global Advisors)

2022

– Global Election Outlook, September 2022–2023 (Fitch Solutions)

2021

– Biden won’t solve the US’s FDI woes (Investment Monitor)
– Political Polarization Intensifies with Another Impeachment Along Party Lines (MTS Insights)

2020

– Visualizing the World of “Fear Indices” (Currency Waves)
– Two Cheers for Political Gridlock (CATO Institute)
– Populism, Political Risk And The Economy: What We Can Learn From The Italian – Experience – Analysis (Eurasia Review)
– Detecting the impact of policy uncertainty on foreign direct investment (VOX EU)
– Partisan Conflict Index (Voice For Liberty)
– Political attitudes, partisanship and-polarization effects on mergers and acquisitions (The FinReg Blog – Duke)
– How are United States’ partisan conflicts affecting Bitcoin returns, volatility? (AMB Crypto)

2019

– Economic & Market Perspectives (City National Rochdale)
– Précis U.S. Macro (Moody’s Analytics)
– Trade, partisanship hurts the economy (Bedford Gazzete)
– Barnett named president of U.S. Mayors (Rochester and Rochester Hills Gazzete)

2018

– Partisan Conflict and Market Volatility (American Association of Individual Investors)
– Partisan professionals (VOX analysis)
– Finance and Econ From the Web: Seth Klarman on Capitalism, Female – Employment Explains Slow Recovery and AI Investing (bilalhafeez.net)
– Moody’s Report
– Partisan Conflict Index (Barry Ritholtz-The Big Picture and Mr Top Step)
– The Midterm Elections and Our Economic Outlook (Action Forex)
– Powell Better Brush Up on His Fed History (BloombergQuint)
– What Cheesesteaks Can Tell Us About the Markets (InvestmentU)
– State of Confusion: How Policy Uncertainty Harms International Trade and Investment
(United States Studies Centre, Sydney)

– Prepare for Normal Bouts of Volatility (State Street Global Advisors)
– USD and US fiscal policy off-the-rails (Amplifying Global FX Capital)
– Jamie Dimon, JP Morgan Chase’s CEO, Blows Up About Washington And Its Current Impact On The U.S. Economy (Capital Investment Advisors and Wela)
– US Government Shutdown: A Toxic Affair (Euler Hermes Capital)
– Partisan Conflict and Market Volatility (AAII Blog)
– Philly Fed Partisan Conflict index is actually down – Normalization may be good for markets (Yahoo Finance)
– El aterrizaje en la REALIDAD (El Puente)
– Regional Economic Outlook (Alvista)

2017

– Trump’s pro-growth agenda: Can it still happen? (Allianz – Euler Hermes)
– Estados Unidos: muestras de un país crecientemente polarizado (FrontRead)
– 10 Political Risks To Watch In 2018 (BMI Research)
– Gridlock Not Sidetracking Economy—So Far (Pacifica Partners)
– Political Conflicts Are At A Record High Since The Trump Presidency (Talk Markets)
– Politics may be tearing the country apart, but stocks are loving it (Marketwatch)
– Does China Present Global Risk? (Global Economic Intersection)
– Monthly Economic and Financial Monitor (Bank of Canada)
– El tope de deuda de EE.UU: un debate con final abierto (Estrategias de Inversion)
– Forget geopolitics, stock-market investors also fear ‘partisan conflict’ (Market Watch)
– Comfortably Numb? An Update on Investor Sentiment (Charles Schwab)
– Partisan Conflict is Good for Stocks (Denver Investment)
– Partisan Conflict Index & World Markets (Dedora Capital)
– Apathetic Bull (NEEDELMAN Asset Management)
– Second Quarter 2017 Market Report (Hefren Tillotson)
– Open-ended debate over US debt ceiling (ETF Securities)
– Chart of the Week April 17th, 2017 (Glenmede)
– Every democracy needs a little disloyalty (Live Mint -Blog)
– The U.S. Economy In 2017: Why Uncertainty Is The ‘Biggest Risk’ (Behind the – Markets – Wharton Business Radio and Morningstar)
– Why Quantifying Partisanship Doesn’t Work (And Why Stocks Don’t Mind) (The Street)
– Trump Presidency in Historical Context (Cowen Report)
– Chart of the Week April 17th, 2017 (Glenmede)
– The thing about Trump and North Korea… (Topdown Charts)

2016

– Can A Portfolio Have Politics? (Financial Advisor)
– Beware The “Summer Of Suspense” (Seeking Alpha)
– Trump Vs. Clinton: What The Election Means For Markets And The Economy (Seeking Alpha)

2012-2015
– TaxPayerAlert
– Global Economic Intersection
– Wall Street Cheat Sheet
– eWallstreeter
– Olympia Snowe´s blog
– The calculus of discontent

» Short article (blog entry):
– Divided we fall: polarization during the 1995 and 2013 shutdowns, one of the – Top 10 most read articles of 2013 of this Blog. Version en espanol publicada en focoeconomico.org: Polarización política y crisis de gobernabilidad en EEUU. Earlier version: The Political Polarization Index (2013)