S&P Global

From @EnergySPG: Democratic gains in the 2026 US midterms could push Congress toward negotiations on agriculture issues, including tariffs and the five-year farm bill, according to US-based policy experts.

Read more: okt.to/uaLGJB

The blue wave of Democrats winning control of both the House of Representatives and the Senate in the U.S. midterm elections (with the final tally of seats still to be determined) could shape the outlook for regulation, fiscal priorities, and government oversight in the final two years of President Donald Trump’s second term.

Read more from @SPGlobalRatings: okt.to/ioLG2j

The AI race is pitting China's state-led model against the U.S.'s market-driven approach amid growing concerns over the U.S. hyperscalers' massive spending plans. This is according to speakers on the AI panels at @SPGlobalRatings' recent China Credit Spotlight conferences in Hong Kong and Shanghai.

Read more: okt.to/0DYPcK

As West Africa's economic potential continues to grow, attention is turning to the institutions, investment frameworks and infrastructure required to convert opportunity into long-term development.

Read the full research: okt.to/qIcg8m

Global banking risk this month is being shaped by shifts in bank ownership and new liquidity and deposit-protection rules. These developments could affect bank capital and funding, while tighter requirements may raise costs and slow credit growth for smaller banks.

Read the November 2026 Banking Risk Monthly Outlook from @SPGMarketIntel: okt.to/wmuGs0