# Morning Bid: Markets fret blue wave will drown data centres

> Democrats took the US House and Senate, and Asian markets sold off tech and AI-linked stocks on fears of tighter regulation of data centres. The US dollar weakened and Treasuries rallied as the election result was digested.

- Date: 2026-11-04 · published 2026-11-04T18:08:23.134Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/80062-morning-bid-markets-fret-blue-wave-will-drown-data-centres
- Commodities: [US Dollar (Broad)](https://feedsoft.ai/c/DXY.md)

## Why it matters

The political shift mainly affects equities and bond markets, with limited direct effect on feed commodities. A softer dollar could modestly support dollar-priced grain and meal prices.

## Read by commodity

- DXY: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DXY | 2025-04-09 | [Market Talk \| Energy Futures Down 17-23% in Early Morning Trading](https://feedsoft.ai/events/12526-market-talk-energy-futures-down-17-23-in-early-morning-trading.md) | -2.4% | -3.8% |
| DXY | 2023-04-04 | [Dollar slumps after weak data, markets bet Fed nears end of hiking cycle](https://feedsoft.ai/events/36647-dollar-slumps-after-weak-data-markets-bet-fed-nears-end-of-hiking-cycle.md) | +0.4% | +0.1% |
| DXY | 2021-04-29 | [Biden leaves his mark on markets in first 100 days](https://feedsoft.ai/events/47787-biden-leaves-his-mark-on-markets-in-first-100-days.md) | +0.3% | -0.8% |
| DXY | 2020-08-28 | [Powell And Abe Drive Markets \| Investing.com](https://feedsoft.ai/events/51794-powell-and-abe-drive-markets-investing-com.md) | -0.5% | +1.0% |
| DXY | 2019-06-19 | [Dollar Drops on Fed Comments -- Market Talk - WSJ](https://feedsoft.ai/events/7437-dollar-drops-on-fed-comments-market-talk-wsj.md) | -1.1% | -0.9% |

## Sources

- live.euronext.com: https://live.euronext.com/en/financial-news/morning-bid-markets-fret-blue-wave-will-drown-data-centres
- investing.com: https://www.investing.com/news/economy-news/morning-bid-markets-fret-blue-wave-will-drown-data-centres-4997373

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.