US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

Key topics:

1:35 - Midterm results

2:45 - Surprise election outcomes

4:10 - US domestic policy implications

6:50 - US foreign policy impacts

10:30 - Divided government's effect on equity and bond markets

13:15 - Republicans' lessons from midterm results

15:00 - Democrats' lessons from midterm results

16:15 - 2024 US Presidential Election outlook