Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

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U.S. Capitol
Washington Watch

There's a fight over war funding looming in Congress after a return from the Easter break, and uncertainty around the timing of the Fed chair confirmation hearing remains.

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
picture of a globe highlighting the Middle East

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.
On Investing logo - Collin Martin and Liz Ann Sonders
On Investing

ADP Chief Economist Nela Richardson explains how high frequency payroll data shows a labor market that's stable but lacking dynamism.
On Investing logo - Collin Martin and Liz Ann Sonders
On Investing

What are some of the economic ripple effects stemming from the war in Iran?
On Investing logo - Collin Martin and Liz Ann Sonders
On Investing

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

The federal funds rate will remain 3.5% to 3.75%. The 'dot plot' still projects a single rate cut this year, and the Fed sees slightly stronger economic growth and inflation.

Our point of view on recent market and economic activity.
On Investing logo
On Investing

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

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