What role will Congress play in the future of the Iran conflict? How will the outcome of the US midterm elections affect companies like Apple, Bank of America and Amazon.com? Will President Donald Trump spend the last years of his presidency focused on tariffs? These questions and more were discussed on our latest episode of Votes and Verdicts, where Veda Partners co-founder and director of economic research Henrietta Treyz joined us. Other topics included whether Sen. Thom Tillis will lift his hold on Kevin Warsh’s nomination for Federal Reserve chair and which candidates to watch ahead of the 2028 presidential election.

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With the US announcing a blockade on Iran and the opening of the Strait of Hormuz remaining in flux, energy prices will become an ever more important issue ahead of the US midterm elections in November. In this episode of Votes and Verdicts, Bloomberg Intelligence’s senior energy analyst Rob Barnett joins us to discuss Washington’s influence on energy, what President Donald Trump can and can’t do to lower gasoline prices and the impact of the Iranian conflict on the renewables sector. We also discussed how companies like Exxon Mobil, Chevron, Occidental Petroleum, Continental Resources and First Solar can navigate developments in Washington.

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As a fragile ceasefire hangs in the balance and US–Iran tensions enter a critical new phase, the world and markets are watching to see what comes next. In this episode of Votes and Verdicts, Bloomberg Intelligence’s senior defense analyst and retired Army Colonel Wayne Sanders joins us to discuss the war’s next steps. We examine key issues that will be the subject of negotiations during the ceasefire, including the Strait of Hormuz and the unresolved nuclear issue. We also discuss geopolitical takeaways for China, Russia and NATO, and how companies like Lockheed Martin, RTX, Boeing, Northrop Grumman and L3Harris can benefit from potential US military funding.

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