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Policy, Politics & Portfolios

Updates and analysis from Wells Fargo Investment Institute on what federal budget, regulatory, and trade decisions could mean for investors.

June 26, 2025

A policy “triple witching” may spark July fireworks

Wells Fargo Investment Institute expects fluid trade policy and a contentious budget debate in a closely divided House and Senate to produce market-moving events in July and August.

May 6, 2025

The challenge to U.S. exceptionalism from U.S. policies

Wells Fargo Investment Institute solidifies its belief that the U.S. is still firmly in the driver’s seat of the global economy, despite recent volatility.

April 3, 2025

Implications of a growing menu of tariffs

With markets reacting to President Donald Trump’s latest round of tariffs, Wells Fargo Investment Institute offers timely guidance on their potential impacts on the U.S. economy and consumers.

March 12, 2025

Investing as government policy pushes boundaries

Wells Fargo Investment Institute considers top-of-mind questions for investors around tariffs, federal job cuts, and the path forward for the economy and markets.

February 20, 2025

Trump economic policy 2.0

In its latest report, Wells Fargo Investment Institute provides insight into the four focal points of President Trump’s economic policy: tariffs, immigration, tax cuts, and deregulation.

September 2024

Paying America’s Bills

What investors should know about how the U.S. government manages its finances.

September 16, 2024

Q&A — Addressing concerns about rising U.S. debt

Investors are asking about the threat posed by ballooning levels of federal debt.

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