Insights Now

How might midterm elections move markets?

September 17, 2026·25 min
Episode Description from the Publisher

Political shifts and economic uncertainty are in the spotlight as midterm elections approach, but the real story unfolds beyond the ballot. From market swings and inflation to fundraising battles and redistricting, the landscape is changing fast. Global trade, AI adoption, and supply chain rewiring are shaping how investors and advisors think about opportunities and risks. With divided government likely, policy fundamentals and regulatory challenges take center stage, making it more important than ever to stay nimble and informed. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Meera Pandit, Global Market Strategist, as they break down what’s ahead for portfolios and the broader economy. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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