01Apr

Morgan Stanley: US Political Risk Underestimated By Markets

If one were to look at the broad stock market measures since the failure of the Trump health care bill March 24, the stock market has been positive, indicating “the market” may think this to be a non-event. Not so, says a Morgan Stanley report. There is detail in the market data that shows policy concerns, it is just not seen in the broad stock market measures. But in Europe, the talk of political risk to markets is turning around and concerns are going in the . . .

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Author

Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.

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