Fed on Hold, Midterms Ahead: Where Next for US Markets?

The US Federal Reserve has held rates at 3.75% to 4% with inflation still above target, and two officials pushing for a hike. With the midterm elections on 3 November and growing questions over the returns on AI spending, investors face a crowded risk landscape. Lawrence Hatheway, Head of Research at Franklin Templeton Institute, discusses what is priced in, whether a divided Congress helps or hurts markets, and where the opportunities lie heading into 2027.

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