David Zahn: What many observers are missing about the US election

When I survey the current investment landscape, I am struck by the fact that two things are driving financial markets today - central bank policies and politics. Of course, over the longer term, macroeconomic fundamentals will continue to be important but, for now, they are taking a backseat when it comes to influencing markets. Investors around the world are keeping a keen eye on the developments in the US presidential election. My experience talking to investors and investment professionals in Europe suggests the immediate impact of a Donald Trump victory on markets in those regions co...