“One Big Beautiful Bill Act” — Six Takeaways
In classic Washington style, Congress pushed the limits of drama and delay, passing a sweeping reconciliation bill just hours before President Donald Trump’s self-imposed July 4, 2025 deadline.
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Could Limiting Institutional Buyers Fix Housing Affordability?
On January 7, 2026, President Trump announced a proposal aimed at limiting large institutional investors from buying additional single-family homes. Will this make it easier for American families to buy homes?
Venezuela’s Place in Oil Markets
Venezuela’s economy is deeply intertwined with its trade relationship with the United States. Roughly half of the country’s exports are destined for U.S. markets making American demand a critical driver of Venezuelan economic stability.
Eight Things to Know About Government Shutdowns
It appears the federal government is shutting down today, October 1, as Congress has failed to agree on funding legislation for the upcoming federal fiscal year. If the shutdown occurs, it will be the first one since 2019 and the 21st since 1976.
Policy Shifts Could Reshape 401(k) Investing
For decades, retirement savers had a fairly simple menu. That may change soon, as Washington is working on another big policy shift focused on alternative investments.
Artificial Intelligence: The Antidote to Fed Policy?
While some are drawing parallels between the current period and the late-1990s tech bubble and concluding that a crash may be coming, that’s not our view at all. This market environment is very different.
How’s It Going? Depends on Who You Ask in a Post-Pandemic Economy
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very …
U.S. Government Debt Was Downgraded. Will it Matter?
One of the three main rating agencies (Fitch) has downgraded U.S. government debt to its second highest rating, AA+.
The Taylor Swift Era, Consumer Spending & Inflation Clarity
As the dog days of summer roll on, and many of us are taking advantage of warm weather and time off to enjoy experiences, American consumer spending patterns are coming into focus.
Are Rates Too High? Too Low? Just Right? Depends on Who You Ask
Much has been made of the volatility in the bond markets this year. Over the past few months, Treasury yields have frequently moved 0.20% in a day—something that hasn’t happened in decades.