Jan-Patrick Barnert
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Stocks tend to be weaker in the run-up to elections, only to rally afterward A surprise Republican sweep in the midterms would likely trigger big risk-on moves, including a “green light for an AI bubble” and a stronger dollar. Stock investors are caught between the pull of strong earnings and mounting macroeconomic risks. Sign In or Create an Account Markets in the United States and Europe have traded sideways for a month as the boost from the earnings season shows fatigue.
Political and economic risks are growing for investors
BUSINESS Michael Msika and Jan-Patrick Barnert Bloomberg Sept. 8, 2026, 9:42 a.m. ET View Comments Stock investors are caught between the pull of strong earnings and mounting macroeconomic risks, with key events carrying binary outcomes that argue for some protection. Markets in the United States and Europe have traded sideways for a month as the boost from the earnings season shows fatigue.
The Wall of Political and Economic Risks Is Growing Original
(Bloomberg) -- Stock investors are caught between the pull of strong earnings and mounting macroeconomic risks, with key events carrying binary outcomes that argue for some protection.
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