JECohen: Divided government may bring greater policy predictability for markets

• Democratic control of Congress creates divided government, potentially limiting major policy changes and providing a more predictable environment for markets.
• Early results show voters restricted data center development in 37 jurisdictions, potentially affecting AI infrastructure investment, a significant economic growth driver.
• Third-quarter consumer spending grew at a 2.5% annualized rate despite near-record-low sentiment, highlighting the disconnect between economic perceptions and performance.
• Long-term portfolio outcomes depend more on economic fundamentals than political shifts, supporting a balanced investment approach through election cycles.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. JECohen published the original content used to generate this news brief on November 04, 2026, and is solely responsible for the information contained therein.