Artemis' Weldon: US recovery still on the cards beyond the election

Deep Dive into US Equities

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Cormac Weldon of Artemis
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Cormac Weldon of Artemis

Much changes. But the importance of the US economy stays the same - and the signs are that a recovery is building momentum. That is not to say it will be straightforward or guaranteed.

The recovery will not be completely immune to the US Presidential Election - and it is interesting to note that some investors are as worried about the period after the election as the result itself.  Pent-up demand The foundations for a recovery are clear, with some positive signs. Consumer confidence has continued to rise from its lows during the initial lockdown. US Elections: Can stimulus shield markets from 'blue wave' tax tsunami? Saving rates are high and, notwithstanding people's fears about employment, there is pent-up demand in parts of the economy.  Trends are favou...

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