What the US midterm elections may mean for markets

Host Thomas Mucha and Macro Strategist Juhi Dhawan examine how the November 3 US midterm elections could reshape fiscal policy, market leadership, Treasury yields, inflation and AI regulation — and assess the implications for US and global investors.

2.15 – Why this midterm cycle is different
3:55 – How the election outcome could move markets
4:40 – Midterm scenarios
11:54 – Treasury yields, deficits and the debt ceiling
13:45 – Why inflation and affordability remain important variables
16:49 – AI policy, regulation and national security
22:40 – What the US midterms mean for global investors

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.