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Is the blue wave releasing positive consumption benefits? Can retail giants like Walmart become safe havens?
The Democratic Party successfully regained control of the House of Representatives and the Senate in the 2026 US midterm elections, forming a "blue wave" in Congress. Against the backdrop of the Trump administration's potential for further policies and checks and balances, the market is beginning to reassess the investment prospects of sectors such as U.S. consumer goods, healthcare, energy, and technology.
Meanwhile, US stocks have recently experienced a significant correction, putting pressure on technology stocks and AI-related assets, and increasing risk aversion in the market. Compared to overvalued growth stocks, will retail giants like Walmart and Costco, which have stable demand and scale advantages, become safe havens?
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