Macro Map Special: Blue Tsunami

Summary

Democratic victories in Congress and the states point to tighter fiscal negotiations, a more independent Fed, and tougher limits on new U.S. data-center development. Aurora maps the market consequences for the dollar, long-end rates, hyperscalers, and semiconductor companies exposed to the political backlash against AI infrastructure.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.