Policy, Politics & Portfolios

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

May 2019

Campaigns, China, and Consensus on Infrastructure?

A look at the upcoming election season, trade, and infrastructure initiatives.

April 2019

Higher Taxes After Tax Cuts?

The first full tax year (and tax season) have passed after the Tax Cuts and Jobs Act of 2017.

March 2019

Unsettled - Voter Discontent May Mean for Markets

Political uncertainty may lead to increased market uncertainty.

February 2019

Debt and Chickens

What should investors know about the growing federal deficit, tariffs, and the March 1 debt ceiling deadline?

January 2019

What Lies Ahead Now that the Shutdown is Over?

We believe that the December-January government shutdown had only a minor impact on the U.S. economy and markets.

November 2018

Election Post-Mortem

The country now waits to see if Democrats and Republicans will work together to effect positive change--or if gridlock will rule.

October 2018

All About the Midterms

The midterm elections feature many close races that will determine the balance of power in Congress.