After last week’s twists and turns in everything from the presidential election to M&A activity and earnings announcements, it has seemed as if we have been wandering around in a corn maze — or maybe even in a Halloween house of horrors when it comes to the current election cycle.

And just image . . . we still have another week left before Election Day and another 1,500 companies slated to report quarterly results this week, including another 134 of the S&P 500. It should be a wild, wild week to say the least!

We break it all down as we kick off this special Halloween edition of the Monday Morning Kickoff.

Chris Versace
Chief Investment Officer
Tematica Research

• Presidential Politics: Fanning the Flames of Uncertainty
  Just when it began to appear that Hillary Clinton and the Democrats had the election wrapped up, the news out of the FBI’s on-going investigation breaks, and the markets spiral back into uncertainty — something investors don’t like . . .  Read More >>
• Finally, a GDP Report that Beat Expectations
  On Friday, the GDP print for 3Q 2016 came in better than expected and the 2Q 2016 reading remained unchanged which in of itself is a good thing considering the consistent downward revisions we’ve become accustomed to lately. Read More >>
• Another Hefty Dose of Earnings Reports 
  By the end of this week,424 of the 500 S&P companies will have reported. At that point, most of the numbers should be painted in, giving us a much clearer picture of earnings growth in the second half of 2016 vs. the forecasted 10 percent growth compared to the first half of 2016 . . .  Read More >>

Click below to download the full report:

Monday Morning Kickoff 10-31-2016