Insights

Please join BCA Research Strategists, Matt Gertken, Yushu Ma and Jesse Kuri for a Webcast on the US Midterms.

Wednesday, May 13
10:30 AM EDT | 3:30 PM BST |4:30 PM CEST 

• Midterm elections occur every four years and thus constitute a normal risk, not significant uncertainty.
• But the midterms matter this year because they constrain the Trump administration's foreign policy, which threatens the global economy.
• The midterms will also act as a barometer on US public opinion and the likelihood of another massive reversal of national policy in 2028.
• We revised our quantitative election models to give a read on what range of outcomes to expect for the House and Senate.
• With this information, investors can begin to envision the next twists and turns in market-relevant US policy.
• We will also discuss President Trump's "lame duck" status after the midterms and the investment implications.