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November 4, 2026 - The Midterm Shock: Why Tech, Bonds & Oil Just Repriced
The votes are in. But Wall Street's biggest moves may still be ahead.
The 2026 midterms have forced investors to reassess the political and economic landscape, with implications stretching far beyond Washington. From technology stocks and Treasury yields to crude oil and inflation expectations, markets are confronting a new set of risks—and opportunities.
In this episode of Market Pulse, we examine the forces driving this cross-asset repricing. How could the election reshape expectations for fiscal policy, interest rates, and economic growth? Why do shifts in bond yields matter so much for…
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