An immediate slowdown in the U.S. economy is an unlikely scenario as its growth rate is still quite high. The prospects for exporters remain positive for the time being.

Japanese automakers have an advantage over American competitors in terms of product line. They will continue to win the market-share battle.

Land prices have been recovering and expectations for rising asset values are still high. On top of that, warehouse companies are benefiting from the expansion of the domestic economy.

It's a bit early, but investors are already taking the impact of higher borrowing costs on stocks into account.

Combined with the election outcome, which will have a long-term impact on the economy, we could see a virtuous circle of politics, the economy and asset classes.

Holy Katrina! The economy weathered two major hurricanes and in spite of that showed accelerated growth. I think what this shows is that fundamentally the economy was and is in really good shape.