Editorial companion

What stands out

Steve Kornacki walks through the polling picture 100 days before the midterms like an editor arranging the most consequential graphs on a newsroom wall. The episode then stitches that data to hard questions for markets, with Ambassador Mike Waltz debating whether the current administration still seeks a diplomatic way out with Iran, and Senator Mark Kelly weighing Democrats' slender hopes to retake the Senate. For investors, this matters because the outcome shifts the policy levers behind spending, regulation, and appointments, and Kornacki’s numbers remind us how quickly market expectations can swing when politics goes from fog to forecast.