MacroVoices · Thursday, October 1, 2026
David Rosenberg of Rosenberg Research stated that historically, when a one-party system transitions to a two-party system with gridlock, there's an 80% chance of economic slowdown, decreased inflation, and lower bond yields within two years post-election.
“Historically, when a one-party power swings to a two-party system with gridlock, 80% of the time, the economy slows. 80% of the time, inflation goes down. And 80% of the time, bond yields go down in that two-year period after a national election.”