Democrats Will Take The Senate
Published on
Democrats will win both houses in the midterm, but beyond near-term volatility, none of the outcomes pose a major market risk. The vote is more important as a signal of an anti-business turn in US policy in coming years, which markets could start to price in late 2027 or early 2028.
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A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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