ABOUT THIS EPISODE
It’s election season again, and affordability is on the ballot for voters. High gas prices, energy costs and persistent inflation continue to squeeze households—what does that mean for the upcoming midterm elections and the stock market?
In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the latest Consumer Price Index (CPI) report, the sell-off in chip stocks and whether Federal Reserve interest-rate hikes are cooling the AI boom.
Then, Monica Guerra, head of policy and geopolitical strategy at Morgan Stanley Wealth Management, joins to discuss potential election outcomes, the possibility of a blue wave or divided Congress, and how local regulations on AI data centers and gridlock in Washington could impact investor portfolios and the S&P 500.
This is WSJ’s Take On the Week where co-hosts Telis Demos, writer for WSJ’s Heard on the Street, and Miriam Gottfried, WSJ’s investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com
Further Reading
What Six Years of Inflation Mean for the Midterms
Inside Bessent’s Treasury: Tension, Turnover and Unmet Economic Goals
Midterm Anxiety Mounts for GOP as Democrats Try to Expand Battleground
For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog.
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Follow Miriam Gottfried here and Telis Demos here.
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