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Macro · Commodities

US midterms 2026: A new balance of power

US voters have changed the balance of power in Washington. Republicans have lost their majority in both chambers, giving Democrats control of Congress. Andrew Jackson, Vontobel's Head of Investments, shares the key takeaways and what he's watching.

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Source Title Topics Published Actions
AHAM Asset Management Berhad Monthly Market Review | October 2026
AllianceBernstein Three Market Risks Bolster the Case for Defensive Equities
BNY Investments A Democratic Sweep: Oversight, Investigations, And Potential For Compromise
CCLA Market review and outlook
Franklin Templeton Global Macro Insights: October 2026
ICG US Mid-terms unlikely to have a lasting impact on the US economy, the Iran war will
RICS Housing weakness weighs on construction as credit outlook deteriorates
UBS Asset Management Shifting expectations
Barclays Private Bank US midterms: Riding the blue wave
Candriam What does the US midterm election mean for investors?
CFA Institute Why Investors Should Separate Currency Decisions from Portfolio Allocation
Citi Industry Perspectives Episode 5
Dimensional Fund Advisors Should Politics Drive Your Portfolio Decisions?
Fidelity International Looking beyond China’s headline recovery
Fiducient Advisors October 2026 Market Recap
First Eagle Investments The Small Idea: Who Took Away the Punchbowl?
J.P. Morgan Asset Management Bond Bulletin: Blue-nami: Democrats sweep the US mid-terms
Janus Henderson Investors Japanese equities: Looking beyond the market rally
Longfellow Investment Management October 2026 Market Review
Muzinich & Co From accumulation to income: parallel lending as part of a DC decumulation solution
Nordea US midterm elections: A clearing event for financial markets
Robeco Higher bond yields in an era of abundant supply
Robeco Could French bond stress change the ECB's course?
S&P Global Global PMI remains elevated in October, but dips on heightened economic uncertainty
S&P Global Credit FAQ: Understanding Key Metrics For Japan's Insurers

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