Newsletter

In Tina Fordham’s latest newsletter, she addresses Donald Trump’s decisive win, noting market optimism around pro-business policies and deregulation. This victory complicates US-China relations, NATO support, and climate initiatives, while emboldening right-wing populist movements globally. Fordham highlights inflation risks with potential pressure on the Fed and hints at possible reforms targeting agencies like the SEC […]

In her newsletter, Tina Fordham highlights the intense stakes of U.S. Election Day, with both major candidates—and the credibility of pollsters—on the line. While polls remain steady, shifting public sentiment and metrics hint at surprises, especially with tight races in states like Pennsylvania. Notably, Puerto Rican voters could play a decisive role, especially in key

A recent poll shows Kamala Harris narrowly leading Donald Trump in Iowa, shaking up assumptions in the tight U.S. election race. Analysts suggest that support for women’s reproductive rights, the so-called “Dobbs Effect,” may drive voter turnout, particularly among women. The close polling has left markets on edge, with no clear outcome expected on election

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

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

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

The highly anticipated U.S. Presidential debate between Vice President Kamala Harris and former President Donald Trump, held in the key swing state of Pennsylvania, saw both candidates make their case to the U.S. electorate ahead of the November 5th election.

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”.

The Democratic National Convention this week had the mood of a music festival. More important politically, it was successful at pulling together the various camps within the party, especially the angry and alienated far-left “progressive” wing. This is no small feat.

With just over 80 days to go before US elections, can the Harris/Walz momentum continue? It is starting to look plausible. Not only are Democrats moving up in both the national polls and electoral college projections (US Pollster Nate Silver is currently predicting 283 EC votes for Harris, with 270 needed to win) but also