| The Morning Call|

02-Nov-12 – It’s the Electoral College that matters

1 November 2012 21:00 GMT David Mann , David Semmens , Eric Sugandi , Ned Rumpeltin , Tony Phoo

  • Top 3 data/events • Indonesia – We expect a robust Q3 growth reading • Taiwan – CPI was likely above 2% for a fourth straight month • United States – The labour market still has a long way to go • Market focus • While polls show a tied popular vote, Electoral votes signal a second term for Obama • Our greatest concern is a lack of action on the fiscal cliff after the election • With uncertainty high but vol still low, investors should buy 2W GBP-USD straddles
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