Analysts at Citigroup believe U.S. fintech stocks may benefit from Trump's focus on affordability as the 2026 midterms approach. Companies like Affirm, Klarna, SoFi, and Block could gain traction as traditional lenders face pressure from new policies, including a proposed cap on credit card interest rates.

Political analyst Jason Easley predicts that if Democrats perform well in the upcoming midterm elections, several high-ranking officials from the Trump administration may resign to avoid subpoenas from a potentially Democratic-controlled Congress. Historical trends suggest that the party in power often loses ground in midterms, and with Trump’s low approval ratings, Democrats are seen as likely to regain control, prompting concerns among Trump officials about accountability measures.