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Strategas warns midterm politics and Iran conflict are reshaping market risks; data centers and AI add power demand stress
Summary
Dan Clifton of Strategas told the WSIB that U.S. trend growth near 2% is fueling political volatility, midterm-year dynamics are weighing on markets, and the Iran conflict is driving energy and supply-chain shocks; he highlighted data centers and AI as rising sources of electricity demand.
Dan Clifton, head of policy research at Strategas, gave trustees a wide-ranging briefing on macroeconomic, geopolitical and investment trends and their implications for institutional portfolios.
Clifton said the U.S. economy’s trend growth slowing from roughly 3% to 2% since 2008 has increased political turnover and uncertainty. "Economic volatility is creating political volatility, and now it's starting to create geopolitical volatility," he said, noting the midterm cycle historically produces elevated…
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