Obama, Romney Avoid the Elephant in the Room

"Markets seem to be focused more on the policy side of the equation," said Natalie Trunow, chief investment officer of equities at Calvert Investment Management. "In the meantime, those policy moves are being undermined and weakened by ... economic fundamentals."

Europe is on the minds of investors every trading session -- and it has been that way for at least the past two years -- but the eurozone often eludes the lips of campaigning politicians. The latest unemployment numbers suggest a country that is still struggling to deal with sluggish growth, and a more transparent discussion about Europe may help voters if politicians explained it more on the campaign trail.

-- Written by Joe Deaux in New York.

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