We review our thoughts on the US midterm elections, where we think it makes sense to be prepared for all outcomes.
Listen
and subscribe on:
Now playing:
Published | 1 min
read
Y
The big things you need to know
First, we review our thoughts on the US midterm elections, where we think it makes sense to be prepared for all outcomes. We run through our thoughts on the implications of each outcome for the US equity market based on the historical playbook and our analyst survey work, and also review our analysis of what stock market relevant issues have been in focus in battleground Congressional campaigns.
Second, other things that jump out include the still lackluster stats for 3Q26 reporting season, the relationship between P/Es and earnings revisions trends, and developments in the latest EPFR data on funds flows including strength in Health Care.
