Person

Dan Clifton

Strategas policy research

Artwork for Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
The Real Eisman PlaybookDan Clifton

Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

Dan Clifton says the 2026 midterms are being shaped by Trump’s tariff-driven drop in economic approval, making a Democratic House flip likely and the Senate the key market battleground. He also argues tariffs have shifted from headwind to tailwind, the Fed is really debating balance-sheet shrinkage under Kevin Warsh-style thinking, and AI/data centers may become a major political and market issue.