Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
On Investing
Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.
Washington Watch
This report is current as of May 8, 2026
To a surprising degree, 2026 has been dominated by geopolitical developments. From the brief military action to remove the president of Venezuela to the kerfuffle over Greenland to the war in Iran, foreign policy has been in the headlines on an almost daily basis. The uncertainty around these events has produced a roller-coaster market that saw a first-quarter decline in all the major indexes, followed by a relief rally in which the S&P 500 and Nasdaq not only recovered—but set new all-time highs by late April.
On Investing
Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
Washington Watch
The Department of Justice drops probe into Fed Chair Jerome Powell, Kevin Warsh's confirmation moves forward, and Department of Homeland Security funding is back in the spotlight.
On Investing
Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.
On Investing
As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.