New York State of Mind: Mamdani Goes 3-3 Along w/ DC Mayor - What to Watch Next

研报英文原文证据摘录

New York State of Mind: Mamdani Goes 3-3 Along w/ DC Mayor - What to Watch Next

TD Securities (USA) LLC DC DOWNLOAD

June 24, 2026

■WRG Washington Strategy New York State of Mind: Mamdani Goes 3-3

Along w/ DC Mayor - What to Watch Next

Chris Krueger THE TD COWEN INSIGHT

202 868 5307 ■NYC Mayor Mamdani goes 3 for 3 in his endorsements in Congressional races, including two

christopher.krueger@tdsecurities.com Democratic Socialists

■NY races follow DC Mayoral race with Democratic Socialist Janeese Lewis George (JLG)

leading - could become a new AOC-type w/ Trump looking to weaponize against Dems

nationwide

❍Watch for potential DC wealth tax/rent caps

■CO & MI next - will test appeal of socialism away from coasts

It comes down to reality

And it's fine with me 'cause I've let it slide

Don't care if it's Chinatown or on Riverside

I don't have any reasons

I've left them all behind

I'm in a New York state of mind

New York

■Major defeats for current NY-10 Rep. Dan Goldman, lead counsel for Trump's impeachment,

current NY-13 Rep. Adriano Espaillat, chair of the Congressional Hispanic Caucus, and NY-12

candidates Jack Schlossberg, JFK's grandson, & George Conway.

■In NY-17, Cait Conley will challenge GOP Rep. Mike Lawler in a top-tier swing race likely to

draw significant national funding and influence House control in 2026.

■The upset of Rep. Adriano Espaillat and decisive defeat of Rep. Dan Goldman signal

weakening establishment control within safe blue districts and increased tolerance for

insurgent candidates. Points to a more ideologically polarized Democratic caucus, with

the number of Democratic Socialists in Congress set to increase, complicating leadership

dynamics for Hakeem Jeffries.

■Major topics influencing voters were Israel and AI.

DC