Greetings,
United States: BlackRock expects a higher inflation regime in the medium term (well above market-based inflation expectations).

Inflation has been driven by demand this year.

The largest decline in credit/debit card spending has been among Americans with the best credit scores.

Eurozone: Who are the biggest beneficiaries of the EU stimulus program (2 charts)?


Commodities: Here is how key commodities performed during previous sharp increases in inflation expectations, according to Morgan Stanley.

Equities: Options markets have priced in a significant election-related risk.

Here is a comparison to previous elections.

Global Developments: How will the outcome of the US election impact the currency market?

How long can households cover their living expenses after a job loss?

Food For Thought: Spending time eating and drinking:

Edited by Devon Lall
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