Time to Read: 7 mins
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
BABR-1009157-2026-09-30 | GU-950 1 March 2027
Democrats have swept both the House and Senate, reshaping Washington’s balance of power. While early polling had pointed toward a more divided government, with Democrats gaining control of at least one chamber, the broader sweep now gives the party more policy leverage heading into 2027.
When it comes to investing, time matters. While headlines and short-term perspectives can lead investors to try and time the market, investors have historically been rewarded by playing the long game. Rather than overreacting to market noise, investing over longer time periods can help smooth the ride without sacrificing returns. The lesson: stay diversified and invested for the long term.
Persistent cost pressures appear here to stay, yet the same forces that strain rate-sensitive corners of the market may open doors elsewhere. Explore how US equity income can seek out businesses with durable cash flows, reasonable valuations and pricing power through an extended period of elevated costs.
Is France moving closer to a crisis? French government bond spreads are at their widest in almost 15 years driven by high inflation, rising global yields, and ongoing fiscal challenges, among other factors.
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