New Delhi, April 21 -- While April's headlines focus on results and guidance, 2026 is also shaping up to be a pivotal policy year for the United States. Elevated fiscal deficits, debates over tax policy and tariffs, and a busy political calendar are all feeding into how investors think about growth, inflation and sector leadership.

Large investment houses flag "policy and politics" as one of the key macro themes for global markets in 2026, alongside the AI and industrial‑policy story. For investors in US equities, that means paying attention not just to profit and loss statements, but also to the decisions being made in Washington.

US government borrowing remains high, and the Treasury continues to issue significant volumes of deb...