Episode Details

In this edition of the podcast, we pull together and update our thoughts on what the event means for US equity markets. Three big things you need to know. First, we see the midterms as a modest positive for stocks if the return of Republican control is limited to the House and a bigger positive if Republicans take back control of both chambers. Second, we highlight potential sector beneficiaries if things go well for Republicans. Third, we highlight why we agree with the consensus narrative on the midterms and its stock market impact, and also run through the risks to the consensus narrative that we see.