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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.

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 14, 2025

Trade turmoil persists

Investors are witnessing a transformational moment, a re-setting of the global order around geopolitics, trade, and de-globalization, according to Wells Fargo Investment Institute’s Chief Investment Officer Darrell Cronk.

April 11, 2025

Not out of the woods yet

Markets welcomed President Trump’s 90-day pause on most reciprocal tariffs, but it’s likely to prolong the uncertainty. Our chief investment officer Darrell Cronk offers guidance on how to position portfolios for more volatility ahead.

April 7, 2025

Answering market volatility questions (video)

Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher addresses investors’ top questions about recent market 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.