The Midterm Market Effect

Published on October 28, 2026

US midterm elections take place on Tuesday, November 3. Currently, the Republican party is in control of the House and the Senate. This vote will essentially be a referendum on the Republican party’s body of work. It’s likely the composition of either the House or the Senate will change.

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Keynes Is Still with Us

October 28, 2026
Keynes’ influence is still very much alive. As one point of evidence, Robert Hall of Stanford University and Michael Woodford of Columbia University, champions of what is now known as “The New Keynesian Theory,” were recognized with this year’s Nobel Prize in Economics.

Zooming Out

October 28, 2026
The human brain has a remarkable ability to adjust what it considers to be normal, oftentimes very quickly. Experiencing or achieving something that might have previously seemed like a long shot can quickly shift our mindset to expect that outcome over and over again. While yields have been very attractive for the past few years compared to the past several decades, we recently experienced a spike