Beyond the Benchmark by EFG

More than just your typical market analysis podcast, EFGAM'S CIO Moz Afzal goes Beyond the benchmark, delving into current topics and global trends with guests and experts from within EFG and further afield.

Author: Moz Afzal

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Genres: Business, Entrepreneurship, Investing

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EP 152: Democracy, debt and data centres: Inside America’s volatile midterms
Wednesday, 28 October, 2026

Could the US midterm election trigger the next big move in financial markets? With 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.EFG 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. Dan 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.Tune in for expert insights into the intersection of US politics, the economy and financial markets.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Head of Policy Research at Strategashttp://bit.ly/3iTUMIGEFG:https://www.efginternational.com/Important disclaimersThe 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. This 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. 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