Bloomberg Surveillance · Monday, September 28, 2026
Following the midterm elections, investors should consider two periods: the immediate lame-duck session and the subsequent two years. The lame-duck session may involve crucial votes on the debt ceiling and government funding, with potential focus on foreign policy and tariffs. The following two years could see an 'ending presidency' with potentially more extreme executive actions.
“There's two periods of time that I think investors should consider. One is the immediate aftermath, the lame duck session. And the second is the next two years where we'll see, you know, an an ending presidency, a full lame duck, focus on foreign policy, focus on tariffs and trade, and all that stuff that we've been seeing except times a million because. This is his last hurrah.”
“You're going to get a lot of guys who don't want to come back into town being really put under pressure by their party leaders to say, hey, we need you to come take this vote. We need your vote.”
“And the Pentagon has been up on the Senate side giving closed-doors briefings for the last week two members trying to explain exactly what they need, $ 100 billion for $ 1. 5 trillion is the request from the Pentagon overall.”