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Coffee with FourThought | November 2026 | Elections & the Markets

by Fourthought
October 30, 2026

In this special edition of Coffee with FourThought, Joel Johnson, Director of Planning, and Jake MacFarlane, Senior Research Analyst, discuss how financial markets have performed during past elections, including trends surrounding midterm elections dating back to the 1950s.

They also review current inflation data, Fed policy, and why these factors may have a greater impact on markets in the year ahead than election results. The conversation closes with client questions about energy investments and how FourThought is using AI in its investment research process.

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