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Timely insights on how politics and policy are shaping financial markets.

Taking Stock of Washington Articles

Global Macro Analysis
Policy, Politics, and Pressure Points in Washington This Summer
6/17/2026
A crowded policy agenda and challenging political backdrop are shaping what may—and may not—get done in the months ahead.
Global Macro Analysis
Can Washington Juggle Its Summer Agenda?
5/13/2026
Overlapping fights on Iran, trade, technology, and the House map are intensifying as November draws closer.
Global Macro Analysis
Is Global Conflict Reshaping Washington’s Domestic Agenda?
3/27/2026
Even as the war in Iran dominates headlines, debates over spending, trade, and immigration remain unresolved.
Global Macro Analysis
Executive Power in an Era of Gridlock
2/23/2026
From tariffs to housing to AI, presidential authority is reshaping policy across Washington.
Global Macro Analysis
Washington’s 2026 Playbook
1/8/2026
Gridlock in Congress, surging executive orders, and election-year power plays are set to reshape Washington’s policy landscape in 2026.
Global Macro Analysis
The Shutdown is Over, But Are Aftershocks Just Beginning?
11/20/2025
As lawmakers return to work, unresolved battles over healthcare, trade, and political power continue to shape Washington.
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