The 2026 US Midterms: What's at Stake for Policy, Markets and Business

Wednesday, October 28, 2026
7:00 AM - 8:00 AM PDT | 10:00 AM - 11:00 AM EDT | 2:00 PM - 3:00 PM GMT

November’s vote could reshape the balance of power in Washington — and the policy and regulatory environment for major US industries. The economy, candidate choice, rapid buildout of AI data centers, and the Iran war will all weigh on voters as they head into the polls. The choices they make could have wide-ranging implications across US domestic and foreign policy.

Join senior Bloomberg Economics, Bloomberg Intelligence, and BloombergNEF experts for a briefing on the issues and races shaping the midterms, possible outcomes for the House and Senate, and what each scenario could mean for US policy, markets, and businesses.

In this briefing, attendees will gain a forward view of:

  • Electoral Outlook: Key races, how economic conditions facing key constituencies could shape the election and scenarios for the House and Senate
  • Industry Implications: What the outcome of the election could mean for policy and regulation across energy, defense, financial services, and other key industries
  • Courts and Fed: Outlook for the Supreme Court and Fed independence
  • AI and Data Centers: Ways in which the buildout may influence key race
  • Trade and Foreign Policy: How the post-election balance of power could shape US policy abroad

Speakers

Nathan Dean

Senior Government Analyst
Bloomberg Intelligence

Chris Kennedy

Lead for Economic Statecraft
Bloomberg Economics

Derrick Flakoll

Policy Expert for US and Canada
BloombergNEF

Elliott Stein

Senior Analyst for Litigation
Bloomberg Intelligence

Lyndsay Howard

Senior Analyst for Foreign Policy
Bloomberg News

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