{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond the Benchmark by EFG","title":"EP 152: Democracy, debt and data centres: Inside America’s volatile midterms","html":"","width":"100%","height":180,"duration":2357,"description":"Could the US midterm election trigger the next big move in financial markets?\n \nWith control of Congress hanging in the balance, investors may face a pivotal moment. From the future of the AI boom to the outlook for banks, the election results could have far-reaching consequences for markets and portfolios.\nEFG Deputy CIO Daniel Murray is joined by Dan Clifton, Partner at Baird Strategas, whose long career tracking Washington and Wall Street gives him a distinctive lens on today’s environment. Together they explore one of the most turbulent US political backdrops in modern history.\n \nDan explains why the 2026 vote is increasingly an “inflation election”, how the debt ceiling has become a central battleground, and why the outcome in Congress will be critical for the path of US borrowing costs. He also shows how data centres have moved to the heart of the political debate, with direct implications for earnings, sector performance and bond markets.\nTune in for expert insights into the intersection of US politics, the economy and financial markets.\n\nOur host, Moz Afzal:\nhttps://bit.ly/31XbkTR\nOur guest:\nDan Clifton, Head of Policy Research at Strategas\nhttp://bit.ly/3iTUMIG\nEFG:\nhttps://www.efginternational.com/\nImportant disclaimers\nThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. \nThis document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general...","thumbnail_url":"https://img.transistorcdn.com/3vb4EsPTUbsuZ7lsK8IMqas5NLWngd6iqq-wmN8fopM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80N2Q5/MmU3YzY2ZWJlMmEz/YmE0ZjFmMjU0ZjYw/ZmY0ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}