Published On: November 5th, 2026Categories: Trade Ideas
The US midterms have significantly altered Washington’s political balance, but the implications for growth, inflation and financial markets are far from straightforward. While reduced fiscal expansion could support Treasuries, America’s structural fiscal challenges remain unresolved. In our latest Flash Report, we explain why we continue to see opportunities in the 7-10-year Treasury sector, while remaining cautious on the longer end, and examine what the election could mean for equities, credit, currencies and commodities.
Don’t miss our latest publication! Discover us on www.bridport.ch
