Macro moments live: US midterms 2026 – after the vote, what next for markets?
Date: Wednesday, 04 November, 2026
Time: 2:00 PM Greenwich Mean Time
Duration: 1 hour
Americans go to the polls on 3 November. By the following day, investors will be weighing the emerging results and what they could mean for the US economy and financial markets.
Could a new balance of power in Washington alter the outlook for government borrowing, tariffs and regulation? How might US equities, Treasury yields and the dollar respond? And could the direction of the economy matter more to investors than the political result itself?
Join Michael Browne and Jeff Schulze of the Franklin Templeton Institute for a live Macro moments special on 4 November. Combining global investment perspectives with detailed analysis of the US economic cycle, they’ll examine the emerging results, explore the potential market implications and consider what investors should be watching as 2027 approaches.
Join the conversation.
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Speakers
Michael Browne (Host)
Global Investment Strategist, Franklin Templeton Institute
As a Global Investment Strategist for the Franklin Templeton Institute, Michael leverages the knowledge of the firm's autonomous investment teams to communicate investment views and opinions to internal and external clients and prospects. He also shares key insights on the economy and financial markets with clients and prospects. Prior to his current role, Michael was Chief Investment Officer (CIO) for Martin Currie, overseeing all the investment teams and providing insight and leadership on strategic initiatives. He has over 30 years of experience at the highest level in Investment Management and shares his expertise through clear and insightful conversations.
Before joining in 2010, Michael worked for BZW Investment Management and Chase Asset Management, where he launched their first hedge fund. In 2001 he moved to Sofaer Capital where he founded a successful and award-winning equity long-short fund.
A father of five, Michael enjoys time with his family, supporting their various sporting talents and aspirations. Having played and coached rugby for most of his life, Michael is lucky enough to have had two of his children play at National level. Michael hails from Brighton, returning there in 2013, and is a keen local historian and member of the Sussex archaeological society.
Jeffrey Schulze, CFA®
Head Investment Strategist • Franklin Templeton Institute
Jeffrey is a Head Investment Strategist with the Franklin Templeton Institute, the firm's global research and thought-leadership hub. In this role, he contributes capital market and economic insights to the institutional investor and financial advisor communities, drawing on the firm's diverse, specialist investment teams worldwide. Jeffrey synthesizes complex macroeconomic and capital market dynamics into clear, actionable insight, delivering high impact client presentations. He provides strategic market commentary that represents the Franklin Templeton Institute’s investment views across a wide range of forums.
He is the architect of the Anatomy of a Recession (AOR) program, which features a dashboard of 12 indicators tracking shifts in the U.S. economy that could signal increased recession risk. Jeffrey has more than 20 years of investment industry experience.
Prior to joining the Franklin Templeton Institute in August 2026, Jeffrey spent more than a decade at ClearBridge Investments, a specialist investment manager of Franklin Templeton. He joined ClearBridge in 2014 as a Senior Portfolio Specialist, was named an Investment Strategist in 2017, and became Head of Economic and Market Strategy in 2023. Before joining ClearBridge, he was a Portfolio Specialist at Lord Abbett.
Jeffrey received a B.S. in finance from Rutgers University and is a member of the CFA Institute. He is frequently quoted in the financial media, including the Wall Street Journal, Bloomberg, CNBC and Reuters.
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