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Modeling The Midterms, 2026

by Yushu Ma, Strategist   Junfei Guo, Research Analyst  

Democrats are likely to win big in this year's midterm elections. Our new quant model still slightly favors Republicans for the Senate, but we expect the oil shock to deliver surprise Democratic victories.

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BCA Research | US Political Strategy

This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.  

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