이 에피소드에 관해
Could the US midterm election trigger the next big move in financial markets?
With control of Congress hanging in the balance, investors may face a pivotal moment. From the future of the AI boom to the outlook for banks, the election results could have far-reaching consequences for markets and portfolios.
EFG Deputy CIO Daniel Murray is joined by Dan Clifton, Partner at Baird Strategas, whose long career tracking Washington and Wall Street gives him a distinctive lens on today’s environment. Together they explore one of the most turbulent US political backdrops in modern history.
Dan explains why the 2026 vote is increasingly an “inflation election”, how the debt ceiling has become a central battleground, and why the outcome in Congress will be critical for the path of US borrowing costs. He also shows how data centres have moved to the heart of the political debate, with direct implications for earnings, sector performance and bond markets.
Tune in for expert insights into the intersection of US politics, the economy and financial markets.
Our host, Moz Afzal:
https://bit.ly/31XbkTR
Our guest:
Dan Clifton, Head of Policy Research at Strategas
http://bit.ly/3iTUMIG
EFG:
https://www.efginternational.com/
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