# The Market Edge: Navigating Policy & The Economy

Page: https://stenobird.com/podcast/engineering-influence-from-acec-841819/the-market-edge-navigating-policy-the-economy
Text version: https://stenobird.com/podcast/engineering-influence-from-acec-841819/the-market-edge-navigating-policy-the-economy.md
Podcast: [Engineering Influence from ACEC](https://stenobird.com/podcast/engineering-influence-from-acec-841819)
Published: 2026-06-25T17:31:52+00:00
Episode link: https://acecnational.podbean.com/e/oil-shocks-to-ai-servers-what-infrastructure-leaders-need-to-know/
Audio file: https://mcdn.podbean.com/mf/web/6uigpzpge4az8x46/Diana_MonicaAudio6wnql-c4cjt2-Optimized.mp3
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JSON: https://stenobird.com/v1/public/podcasts/engineering-influence-from-acec-841819/episodes/the-market-edge-navigating-policy-the-economy
Duration seconds: 1107

## Resource

Policy is moving fast — and markets are moving with it. In this episode of The Market Edge, Morgan Stanley’s Monica Guerra breaks down the biggest forces set to shape the U.S. economy in 2026. We cover midterms, industrial policy, labor supply, inflation, energy markets, construction financing, housing demand, and the rise of data‑center‑driven digital infrastructure. A must‑listen for leaders navigating the future of the built environment.

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## Transcript

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