Veteran US political and policy analyst Steve Okun, founder and CEO of APAC Advisors, joins Kopi Time to offer a cogent analysis of the US political cycle. We begin by assessing the gravity of the November mid-term elections, going over the domestic and foreign policy implications. Steve then details the momentum of key races and issues at stake for the voters. We talk about the elections likely to be a referendum on Donald Trump’s presidency, the role of special interests, and the predictive power of polls. We consider a set of scenario analyses, from a blue sweep to status quo, and even the possibility of a constitutional crisis in January 2027. We conclude with how all this will set things up for the 2028 presidential elections.