Teneo's Kajiwara on Market Positioning Amid Midterms

Kevin Kajiwara, Co-President of Political Risk Advisory at Teneo, says the market impact of the coming midterm elections will depend partly on how contentious they are. He identifies affordability as a central issue, linking tariffs and wars to higher fuel costs, while noting that rising interest rates and worsening fiscal conditions are also weighing on the outlook. He speaks with Romaine Bostick on "The Close."