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70/100 Neutral 05.11.2026 · 13:52 Finrend AI ⏱ 1 dk 👁 11 TR

Post-US Election Analysis from 42 Foreign Institutions: Diverging Views on Budget, Dollar, and Artificial Intelligence

Following the Democrats' acquisition of majorities in both chambers of Congress in the US midterm elections, assessments from 42 foreign financial institutions highlighted expectations of potential legislative gridlock in Washington. The institutions' analyses revealed differing views on the budget deficit, the dollar, and artificial intelligence investments. Allianz projected that the US budget deficit could reach 6.6% of national income by 2027. This forecast raises concerns about fiscal sustainability while also reflecting uncertainty over the impact of legislative gridlock on budget discipline. Goldman Sachs, meanwhile, noted that 45% of planned data center capacity faces the risk of restrictions. This assessment indicates that infrastructure investments in artificial intelligence may encounter regulatory and political obstacles. The institutions' divergent views reflect uncertainties regarding fiscal policy, the dollar's trajectory, and the future of technology investments in the post-election period. Investors are closely monitoring these differing assessments. Not investment advice.

📊 GS — Piyasa Yorumu

■ neutral · 55%

The news headline does not contain a catalyst specific to GS; macro themes (budget, dollar, artificial intelligence) create an indirect and uncertain impact on the banking sector. The technical picture is positive: the price has risen 5.3% in 24 hours, is above the SMA20 and SMA50, and the MACD is above its signal line. However, the RSI at 64 is approaching the overbought threshold, indicating that short-term momentum remains limited. Since the direction of the news is not clear, maintaining the current technical momentum is only possible if no new catalyst emerges. Therefore, I assess the 1-3 day outlook as neutral-positive.

RSI 14
64.0
MACD
5.80
24h Δ
5.32%

📊 DXY — Piyasa Yorumu

■ neutral · 55%

The headline suggests that foreign institutions are divided on budget, dollar, and artificial intelligence issues, which does not produce a clear directional signal for DXY. On the technical side, the price is slightly above SMA20 and SMA50, RSI at 58.9 is in neutral-positive territory, and MACD is above the signal line but momentum is weak. With the 24-hour change at only 0.18%, a strong breakout is unlikely in the short term. Due to the news uncertainty and mixed indicator readings, the 1-3 day outlook is predominantly sideways. Nevertheless, DXY holding above 101.5 maintains a slight upward bias.

RSI 14
58.9
MACD
0.01
24h Δ
0.18%
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