Jennifer Timmerman, Investment Strategy Analyst at Wells Fargo Investment Institute, explains how lower interest rates, business tax cuts, and AI-driven investment could offset lingering policy headwinds—and what that could mean for the U.S. economy and markets.

Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.