# Dan Clifton

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Policy Breakdown and Opportunities in 2026

Alicia Levine and Dan Clifton on 2026: consumer refunds, deregulation, Fed cuts, tariffs and midterm dynamics—why policy could turn headwinds into tailwinds for growth and earnings.

China slides to 2nd

Trumpian economic and military strengths are now dominating the globe and crafting a new world order. Bombing Iran’s nuclear sites, Gaza ceasefire, arresting Maduro in Venezuela, 5% economic growth, nearly 14 million barrels of oil a day, tough tariff policies... With Brian Brenberg, Dan Clifton…

Trump checkmates Russia and China

After Davos, Donald Trump once again emerged as the world’s undisputed leader, dominating the world’s chess board with America’s economic boom, oil dominance, and national security. Just this week, Mr. Trump’s wins secured a Greenland deal, established a Board of Peace, met with Zelenskyy, racked u…

2026 Policy Outlook and Market Implications

In this episode of Speaking of Quality, Hank Smith passes the microphone to his colleague, Tim Hoyle, Haverford’s Chief Investment Officer. Tim chats with Dan Clifton, Partner and Head of Washington Policy Research for Strategas Securities, to discuss what government policies investors should keep …

Trump's Affordability Solution

America is a prosperous country here in 2026. Growth is unlimited. Affordability was Biden's problem. But it has become Mr. Trump's solution. With Ben Ferguson, Reince Priebus, Katie Miller, Bruce Blakeman, Dan Clifton, Michael Faulkender, and Phil Kerpen. Learn more about your ad choices. Visit…

A JFK Comeback?

So let me get this right. After every Democrat in the House and Senate voted against One Big, Beautiful Bill, now a couple of presidential wannabees like Cory Booker and Chris Van Hollen are surfacing plans that would end most income taxes for middle class Americans. Really? Plus - can there be reg…

How Real Estate Builds Generational Wealth with Dan Clifton

In this episode of the Future Millionaires Podcast, Dan Clifton shares powerful lessons on homeownership, wealth building, financial freedom, and why real estate can become one of the most important long-term financial decisions you ever make. Dan shares practical advice young people can apply imm…

Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

On episode 67 of The Real Eisman Playbook, Steve Eisman brings back recurring guest Dan Clifton, political analyst at Strategas, to break down the 2026 midterm landscape. Dan also shares his take on the 2028 presidential race, explains why Kevin Warsh's real agenda is shrinking the Fed's $6 trillio…

Dan Clifton - The market risks hiding in the U.S. midterms

What do the U.S. midterms mean for markets? Head of Policy Research at Strategas Research Partners, Dan Clifton, joins host Dustin Reid to unpack how control of Congress could shape policy, why the Senate matters for sectors such as banks, industrials, defence and health care, and how election outc…

EP 152: Democracy, debt and data centres: Inside America’s volatile midterms

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 po…