Control of Congress may shift in November – and with it, the policy outlook for various sectors. Join experts from CFRA Research and Washington Analysis for a data-driven assessment of the political landscape and sector positioning.
Topics included:
- Congressional outlook: Democrats' historical and polling trends vs. Republicans' redistricting advantages and the Senate map.
- Beyond Congress: The outlook and impact of key state elections and ballot initiatives.
- Sector implications: How different midterm outcomes could affect individual sectors and industries.
- Washington forecast: The lame duck session and policy drivers to watch for in 2027-2028.
- Market history: How stocks have performed around midterms and under different party-control scenarios.
- Sector momentum: The sectors, sub-industries, and top-rated stocks with notable momentum heading into the election.
- Sector recommendations: Current CFRA sector weightings, including recent changes.
