Fidelis Capital sees rising political risk for data-center development after midterms
Bitget2026/11/05 20:06- Projected Democratic control raises data-center development risks, with reduced tax incentives and tougher environmental requirements potentially increasing costs and slowing capital spending.
- Fiscal and monetary conditions are expected to tighten in 2027 as stimulus fades, capital spending slows and Federal Reserve policy remains restrictive.
- Financial companies could face renewed pressure for a 10% cap on credit-card interest rates, though near-term deregulation may offset risks.
- Pharmaceutical companies face headline risk from broader drug-price control proposals, even if legislation is unlikely to pass.
- The 12-month equity outlook remains constructive; the S&P 500 has not declined in the year following midterm elections since 1938.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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