Markets Price in Midterms
Notes de l’épisode
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 5th, 2026
Featuring:
1) Erin Covey, Editor: US House with Cook Political Report, talks about Republican infighting post-Midterms and what the Democratic Congress strategy will be the next two years.
2) Christopher Hodge, Chief US Economist with Natixis, previews tomorrow's jobs report and why the near-term trajectory for economic policies won't change much post-election.
3) Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, talks AI cycle rotations, where we are in the AI buildout, and where it could diverge post-Midterms.
4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks why the Blue Tsunami is proving good for many risk assets.
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