Fordham Global Foresight

US Elections Countdown- Signals:Noise and the Developments In Between

US Elections Countdown: Signals/Noise and the Developments In Between

S elections are a week away, in case you needed reminding. Clients of Fordham Global Foresight are a sophisticated bunch, and I will not add to your information overload with minutiae about the news flow on this election. Instead, I would like to share a few of what I think are useful points about what […]

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The Market’s Blind Spot on US Elections

The Market’s Blind Spot on US Elections

Financial Markets have decided they are “all in” on a Trump victory. But neither Wall Street nor pollsters are paying enough attention to women in this extraordinary election, where the gender gap between Harris and Trump voters is breaking records. If anything, there are more headlines about Harris’ weak support among white men than Trump’s

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Nightmare Scenarios & Surprises // Webinar Wednesday // Why We Don’t Like Political Prediction Markets

We all know that financial markets loathe uncertainty, but there seems to be no escape from it in this very political year. We have around 50 days to go before US elections, and the polls show a dead heat between Harris and Trump, although some of the most recent polls over the weekend are starting

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bloomberg

Trump vs Harris Debate Shocker: “They’re Eating the Pets! Tina Fordham on Bloomberg – September 2024

The first Trump vs. Harris debate may not have shifted the polls, but there’s more beneath the surface. In my discussion with Scarlet Fu and Romaine Bostick on Bloomberg, we explored Trump’s wild claim about people eating pets and how global leaders, from Beijing to Abu Dhabi, are paying attention—especially after his mention of Viktor

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US Election Uncertainty Is Changing the Geopolitical Equation::RFK Jr Endorses Trump

US Election Uncertainty Is Changing the Geopolitical Equation // RFK Jr Endorses Trump

Neither a perma-bear nor bull should one be. Overall, it’s been an undeniably bearish time for geopolitics these past 2.5 years, with more systemic risks and fewer buffers present than at any time in several decades, as we have outlined in our “New Geopolitical Risk Supercycle”.

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bloomberg

Tina Fordham Talks Kamala Harris’s High-Stakes Political Gamble on Bloomberg’s Open Interest – August 2024

Tina Fordham dives into the complexities of Kamala Harris’s political strategy in her latest appearance on Bloomberg’s Open Interest. From high-risk economic policies to navigating tricky foreign policy challenges, Tina discusses the bold moves Harris is making as she fights to shape her political future. Is Harris’s approach too risky?

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CNBC

“Harrisonomics”: What’s Next for the U.S. Economy? | Tina Fordham CNBC Geopolitical Breakdown – August 2024

Tina Fordham joined Dan Murphy on CNBC to discuss the complexities of the current geopolitical landscape, including the upcoming U.S. elections. We touched on “Harrisonomics”—a term yet to be fully defined, but certainly one to watch closely as the campaign unfolds. Despite the recent polls, there’s still significant skepticism about a Harris presidency and what

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