Topic

Us Election Series Midterms Research & Analysis

Finvaulta tracks 54 research reports on Us Election Series Midterms, updated through October 6, 2026. Latest: Data Centres Could Face Fallout from US Midterm Campaign Messaging.

Institutional research on Us Election Series Midterms covering equities, macro, government bonds, and commodities, from J.P. Morgan, Goldman Sachs, Bank of America, and Deutsche Bank. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

Data Centres Could Face Fallout from US Midterm Campaign Messaging

UniCredit·Oct 6, 2026

US public perception of data centres has turned sharply negative amid cost-of-living concerns and perceived power grid strain. As politicians across both parties seize on the issue ahead of the midterms, data centre operators face risks of tighter permitting, moratoria, and eliminated tax breaks.

Compare with the previous edition (Sep 28, 2026)

Mapping the Utility Implications of the 2026 Gubernatorial Elections

Bank of America·Oct 5, 2026

BofA analyzes the impact of the 2026 gubernatorial elections across 36 states on regulated electric and gas utilities. The report concludes that stock impacts are driven by utility commission appointments and data center large-load policies rather than partisan control.

Potential Democratic Sweep and Fiscal Policy Gridlock

SEB·Oct 5, 2026

Weaker approval ratings for President Trump following the war with Iran and higher gasoline prices have raised the odds of Democrats winning both the House and Senate in the November 2026 midterms. A Democratic shift would bring fiscal gridlock and appointment roadblocks, though Trump would retain executive authority over tariffs and defence.

Run-Up to the 2026 Midterms

William Blair·Oct 2, 2026

The 2026 midterm elections are poised to usher in a divided government as Democrats are strongly positioned to recapture the House while the Senate remains tightly contested. While gridlock will halt major tax and spending initiatives and potentially support Treasury bonds, the president will retain substantial authority via executive orders and trade actions, leaving macroeconomic fundamentals as the primary market driver.

Compare with the previous edition (Sep 25, 2026)

Korea Weekly Kickstart: KOSPI Declined by 1% Despite Strong Exports and Manufacturing Activity Hitting 4-Month High

Goldman Sachs·Oct 2, 2026

KOSPI declined 1% over the week amid heavy foreign selling in the technology sector, despite Korea posting its strongest monthly export momentum since 1985 and a 4-month high in manufacturing PMI. Goldman Sachs anticipates continued upward earnings revisions and favorable historical Q4 post-midterm election seasonality for Korean equities.

Compare with the previous edition (Sep 25, 2026)

Municipals Weekly: Volatility, Value and the Vote

Bank of America·Oct 2, 2026

Following the sharpest selloff since 1990, municipal bonds staged a late-September relief rally driven by attractive valuations and fading Fed hike expectations. BofA strategists view the resulting historic spike in tax-exemption value as a compelling tactical buying window for high-grade, long-duration paper.

Compare with the previous edition (Sep 25, 2026)

Selected research

Selected for relevance; publication dates show when each report was written.

Is a Blue Wave Coming in the US Elections?

KBC Economics·Oct 1, 2026

Driven by voter dissatisfaction over inflation, energy prices, and the Iran war, Democrats hold an 8.9 percentage point lead on the generic ballot ahead of the November 2026 midterms. They are strong favourites to retake the House and have a 63% chance of winning the Senate, which would dramatically impact trade oversight, war funding, and Federal Reserve appointments.

Equity Thematic Strategy: Midterm Elections, Scenario Analysis, Baskets

J.P. Morgan·Oct 1, 2026

J.P. Morgan analyzes the equity market implications of the upcoming 2026 US midterm elections across Gridlock, Blue Wave, and Red Wall scenarios. The authors provide bespoke stock baskets and suggest positioning for a pre-election volatility pickup ahead of what is typically a positive market-clearing event.

US Midterm Election Series

JPMorgan Chase·Sep 30, 2026

As President Trump's approval rating drops to 37%, betting markets indicate a 62% probability of Democrats taking control of both the House and the Senate in the 2026 midterms. J.P. Morgan US Market Intelligence views this outcome as leading to legislative gridlock—historically supportive of equities—and advises investors to buy election-related dips.

US Election Monitor: Relaunching Our US Election Monitor for the Midterms

Goldman Sachs·Sep 29, 2026

Goldman Sachs relaunches its US Election Monitor for the 2026 congressional midterms, highlighting prediction market pricing of an over 90% chance of Democrats taking the House and an over 60% chance of taking the Senate. However, historical polling overstatements for Democrats and recent aggressive Republican spending could narrow Senate races.

The Flow Show: China in a Bull Shop

Bank of America·Sep 25, 2026

BofA strategists highlight a base case of 'Debasement & Duration' as rising bond yields and volatility prompt policymaker panic to cap borrowing costs and energy prices. They recommend staying long commodities and EM assets while beginning to nibble on peak yield beneficiaries such as 30-year Treasuries and biotech into the US midterm elections.