美國銀行策略師Michael Hartnett表示：若民主黨同時控制參衆兩院，可能成爲美股最大的“避險交易”情景：企業稅收與監管預期轉向將壓低盈利預期，美元和美股走弱，經濟增長預期下降則可能推動資金迴流美債。Hartnett認爲，這還可能衝擊當前由財富效應和鉅額資本開支支撐的AI行情。

Goldman Sachs said oil could rebound to $120/bbl if attacks on shipping in the Middle East increase, and recommended investors go long natural gas and diesel. A Goldman Sachs co-head of global commodities research said recent events show the risk of widening shipping disruptions cannot be ignored. The bank also models a downside case of $80/bbl if regional exports return to normal, and flagged that supply shocks are larger in European gas and refined products than in crude, so those markets are preferable for hedging geopolitical risk.

烏克蘭總統澤連斯基在週日與美國和平特使在基輔會晤前表示，烏克蘭希望結束戰爭，並需要安全保障。