From This Episode
John Studzinski and Libby Cantrill discuss how Americans are feeling about the economy and why affordability remains a source of frustration even as the U.S. economy has proved resilient. Libby Cantrill looks at the importance of gas, groceries, housing and health care to voter sentiment, while also considering what the midterm elections could mean for the balance of power in Washington.
They examine the U.S. fiscal outlook and why entitlement spending sits at the heart of the longer-term deficit debate. The conversation also explores the increasingly political dimensions of AI and the implications for policy, alongside the Federal Reserve and the evolving relationship between the U.S. and China.
Looking further ahead, John Studzinski and Libby Cantrill consider which political, economic and geopolitical signals investors should pay attention to, and what they should and shouldn’t read into the early positioning ahead of the 2028 presidential election.
Key topics include:
- President Trump’s endgame in Iran and the most likely paths from here
- How Americans are feeling about the economy and the administration, and the issues that matter most to voters heading into the midterms
- Whether the U.S. is headed for a midterm wave election and what different outcomes could mean for markets and policy
- Washington’s fiscal outlook, including concerns around deficits and U.S. fiscal sustainability
- The Federal Reserve under Chair Warsh
- Why AI has become a political flashpoint and what that could mean for regulation and policy
- How investors should think about the U.S.-China relationship, including the key areas of cooperation and tension
- The political, economic and geopolitical themes investors should be watching for 2028 and beyond
