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2026-11-05 12:20:26
[Institution: US Fiscal Policy May Tighten in 2027 Following Democratic Victory] 1. George Boley, Chief Investment Strategist for Fixed Income at Allspring Global Investments, stated in a report that US fiscal policy may shift towards tightening in 2027 following the Democratic midterm election victory. The likelihood of new fiscal stimulus measures is low, while capital expenditure depreciation policies, tariffs, and defense spending are likely to face stricter scrutiny. 2. Boley believes that tax increases are unlikely in the short term, but the Democratic Party may begin positioning itself for the 2028 election. He anticipates that the US fiscal deficit may narrow next year, which would benefit bond investors.
