Been thinking about this that last couple days and I think it would be bullish.

Posted on September 24, 2026 at 03:09:41 PM by Alpo

If they would end the Iran war, stop the trade war with Canada, maybe end some of the stupid tariffs, and relax some of the deportation policies, all of that should take the pressure off prices. Add in some stability and predictability to things again and I think some measure of confidence comes back.

Of course, if they take power and use it to make the deficit even worse, follow through on some of the stupid policies promoted by the DSA, add more entitlement programs, and generally move further left, I think rates would respond by going higher.

But WDIK.

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Thread:

How would Dems taking both houses impact treasuries? On the one hand, going to have appropriation issues OTOH, the rest of the world might look favorably on further checks on Trump.* - By LewisBullox September 24, 2026 at 03:05:18 PM
- At a high level I don’t think taking back control of congress is going to make much of a difference in anything, unless it results in the premature ending of the trump presidency - By WOK September 24, 2026 at 03:13:58 PM
  - A Dem House could (and damn well better) flat out refuse to fund the Iran War and could hound Trump’s appointees with investigations - By mgaelster September 24, 2026 at 04:52:04 PM
  - Dem senate could block all appointments, judicial and executive - By Paul September 24, 2026 at 03:18:45 PM
    - Interim 4 lyfe* - By WOK September 24, 2026 at 03:21:34 PM
- I think we are nearing a peak. Might be able to reign in the inflationary stupidity of this admin. Also, gov shutdown Q1 likely IMO* - By Alias September 24, 2026 at 03:10:08 PM
- Been thinking about this that last couple days and I think it would be bullish. - By Alpo September 24, 2026 at 03:09:41 PM
  - I would just expect gridlock for two years but maybe that wouldn't have major impact on rates.* - By LewisBullox September 24, 2026 at 03:20:13 PM
  - Democrats can’t stop Trump from being Trump. He will press ahead with his policies.* - By crumbs September 24, 2026 at 03:19:48 PM
    - Maybe not "Stop" but certainly could "impede." If they can't do anything while controlling both Houses of Congress we might as well just abolish it.* - By Alpo September 24, 2026 at 03:24:42 PM
    - "His policies" may be largely architectural.* - By ftb September 24, 2026 at 03:20:47 PM
  - Yeah, I can see a Dem-Trump agreement on borrowing more. Hopefully he's too far gone.* - By ftb September 24, 2026 at 03:12:12 PM
- It would help if it got us out of the war more quickly. * - By crumbs September 24, 2026 at 03:08:35 PM
  - Seems like that would be the most important thing to me. Not that I know anything. Just want to know if mortgages are gonna stick at 7% 30 yr* - By LewisBullox September 24, 2026 at 03:12:25 PM
    - Yields have been moving up with oil the last few weeks. The market is pricing in more rate hikes * - By crumbs September 24, 2026 at 03:21:50 PM

The Victors

Been thinking about this that last couple days and I think it would be bullish.