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

Taking Stock of Washington Articles

Key policy battles this fall could set the tone for markets and the economy in 2026.

With major tax changes and spending shifts, Trump’s landmark bill lays the groundwork for a new era in Washington and sets the tone for elections to come.

With the budget bill in motion, Congress weighs trade-offs in taxes, spending, and timing.

Exploring the far-reaching impacts of Trump’s tariff policies on global trade, market stability, and the legal landscape.

Global Macro Analysis
Trump’s Second Act Starts With a Bang
2/27/2025
Significant disruptions, legislative battles, and strategic shifts in Washington highlight bold moves and far-reaching impacts.

Market Perspectives
Transition to Trump 2.0
1/22/2025
Trump’s second term brings ambitious plans for immigration, energy, and financial reforms amid a slim margin in Congress.

Market Perspectives
Trump’s Election Trifecta
11/19/2024
Following an election triumph, Trump’s second term aims for swift action on key policy areas.
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