Pimco's Cantrill Sees Dem. House as Upside for Infrastructure

The video discusses how the market might react to the outcomes of the midterm elections, drawing parallels to the market's response to President Trump's election. It explores the potential impact of a Democratic wave, particularly in the Senate, on market risk and infrastructure development. The discussion also covers the implications of infrastructure on fiscal policy, especially under a divided Congress, and the likelihood of passing significant bills.

What factors does the speaker consider when discussing the market's reaction to the midterm elections?

What does the speaker suggest about the fiscal policy following the midterms?