Markets & outlook · Podcast

Special Episode - Beyond the Ticker: The Road to Election Day

Election questions come up in client conversations, and the episode sets out a framework for reading House and Senate scenarios, the likely policy agenda and historical market context. It also addresses how to separate a short-lived market reaction from a lasting change in leadership.

Streams from the publisher’s own feed. Nothing loads until you press play.35 min

Summary

By the markets & outlook desk

This is the first episode of Beyond the Ticker, a Nasdaq Global Index podcast carried periodically on the Nasdaq Dorsey Wright channel. A host and four Nasdaq colleagues work through the U.S. midterm elections from four angles: Washington and policy, the macro and market backdrop, implications for Nasdaq indexes including the Nasdaq-100, and relative strength as seen by Nasdaq Dorsey Wright. The conversation covers what may matter before Election Day, what results could and could not change, and how to tell an immediate market reaction from a more sustained shift.

The panel draws on Nasdaq's government relations, investment insights, index insights and Dorsey Wright portfolio management teams.
The government relations segment framed House and Senate scenarios, calling the Senate closer to a toss-up than the House.
Oversight and affordability were identified as likely agenda themes, with the filibuster and the presidency limiting what becomes law.
Later chapters cover historical market context, the impact of gridlock and trends to watch.

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