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

Taking Stock of Washington Articles

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.

As lawmakers return to work, unresolved battles over healthcare, trade, and political power continue to shape Washington.
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