
Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, joins PGIM’s Daleep Singh to examine how the 2026 U.S. midterm elections could shape financial markets and the broader economy. From trade policy and tariffs to AI infrastructure and data center development, the discussion explores how political shifts could create new opportunities and risks for investors.
Treyz and Singh also discuss the potential impact of budget negotiations, the 2027 fiscal outlook, and geopolitical developments on markets. Their conversation highlights why investors may need to look beyond traditional polling and prediction markets to identify meaningful signals across elections, fiscal policy, trade, and regulation.
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