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The Economy, Markets, and the 2026 Midterm Elections
David Hagee, Executive Vice President, Chief Investment Officer
:
August 11, 2026
Recorded August 11, 2026
In a new episode of Conversations with Commerce Trust, Chief Investment Officer and host David Hagee is joined by Kelly Jernigan, Director of Family Wealth Strategy, to discuss the upcoming midterm elections and the economic and market issues taking shape around them, including:
- Five of the economic components that might weigh on the midterm elections: oil and energy, employment and immigration, artificial intelligence (AI) capital investment, fiscal policy, and tariffs
- Inflation remains sticky, driven by energy price shocks from the ongoing conflict in the Middle East
- How local races may reflect concerns around AI data center build out, while companies move to debt issuance and private credit markets to fund AI capital investment
- Strong corporate earnings continue to assert themselves for stock market investors, as investment from AI spreads to adjacent industries such as utilities and industrials
- Whether the Federal Reserve may pause before a potential interest rate hike while inflation remains persistent, the jobs picture shows weakness, and the U.S. federal deficit reaches an unprecedented level
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