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Wealthion · Tuesday, September 1, 2026

Post-Midterm Election Analysis: Expect Economic Slowdown, Treasury Rally

Historically, after mid-term elections where the party in power loses legislative control, economies tend to slow down, inflation decreases, and Treasury markets rally. Rosenberg predicts this pattern will hold, leading to fiscal gridlock for two years.

The tape

3 quotes
Um it's going to be fiscal gridlock for two years.
David Rosenberg
Let me just tell you something else that when you look at the history of what happens after midterms when the party in power loses control of the legislative process and the executive branch 80% of the time the economy slows down.
David Rosenberg
80% of the time inflation slows down. 80% of the time you get a huge rally in the Treasury market.
David Rosenberg
Heard on Wealthion — “David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready, published Tuesday, September 1, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Post-Midterm Election Analysis: Expect Economic Slowdown, Treasury Rally — Heardvine