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November 2021
Implications of energy policy for today and tomorrow
The future of energy in the U.S. may be green, but it will not be a speedy transition.
October 2021
Waiting for Congress: What to look for in taxes, spending
Added budget deficits from the two spending bills now under consideration are a double-edged sword for the economy and the financial markets.
October 2021
The narrowing path to legislative success
The Senate has voted to extend the debt ceiling through early December. Here’s what it may mean for investors.
September 2021
Present and future directions of fiscal policy
What investors should know about post-pandemic federal health care policy, the debt ceiling, and unspent COVID-19 relief.
September 2021
Investment implications of a new debt ceiling debate
Investors should brace themselves for potential market turbulence as Congress debates a debt ceiling resolution.