Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
Kevin Gordon looks at this week's release of the New York Fed's report about consumer sentiment on inflation, the stock market, and other data points in his take on the Week Ahead.
Washington Watch
Kevin Warsh leads his first FOMC meeting, affordable housing bill poised to pass Congress, and Trump's BLS head nominee vows to protect independence of government economic data.
On Investing
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.
On Investing
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.
On Investing
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
Washington Wise
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
Washington Wise
Tokenization is often associated with cryptocurrency, but now Wall Street is looking to tokenize stocks. What do investors need to know about a digital stock market?
On Investing
Inflation remains elevated, keeping the Fed on hold and pushing rate cuts out of view, while energy prices and geopolitical tensions complicate the outlook.