Political posts and headlines
Posts, speeches, elections and policy headlines that move markets, starting with tariffs.
Tariff threats of up to 300%: what past tariff headlines did to markets
A rally speech named South Korea, China, Japan and Canada. Past escalation headlines have hit Asian exporters and oil hardest within a week.
Brazil's first-round surprise sends the Ibovespa to a record
Flavio Bolsonaro edged Lula in the first round. The runoff is on October 25, and the Ibovespa closed at a record.
The euro slides to a 17-month low despite two ECB hikes
French fiscal worries hit the CAC 40 while the dollar rose with Treasury yields.
The midterm-year fourth quarter has been the strongest stretch of the four-year cycle
2026 is a US midterm year. Since 1928 the S&P 500 has risen in most midterm-year fourth quarters.
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