Episode Details

This week on the Macrocast, Doug Usher, PhD, an FTP partner who leads insights and data analytics, joins the team to break down the November 3rd elections. Polls currently favor Democrats, but he explains why the results could be closer than expected, given high expectations in traditionally Republican states like Iowa, Ohio, Texas, and Kansas.

The conversation covers how polling has shifted from phone calls to online surveys, along with focus group findings showing that skeptical voters care more about who delivers a message than what it says. Doug also discusses the shift in voter concerns from inflation to affordability and looks ahead to the 2028 presidential race.

The team also reviews the markets, including oil prices rising while Treasury yields fell, a break from their usual correlation. They also cover AI stock volatility and the Fed's upcoming policy decisions.

For more about the hosts, please see below:

FTP

Markets Policy Partners