Government Policy

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

Government Policy content

Supreme Court Strikes Down Tariffs

In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
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Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.
Washington Watch

This report is current as of February 12, 2026

In these early days of 2026, we've already seen a number of policy and political developments that have directly impacted the markets, including the U.S. military operation in Venezuela, threats and negotiations over Greenland, and threats against the independence of the Federal Reserve. With 2026 being a midterm election year, the frenetic pace in Washington will likely continue.

In this update, we'll flag some key issues that RIAs will want to watch in the months ahead.

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
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Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.
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On Investing

Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.
Washington Wise

Headlines are meant to grab attention, not to provide investing advice. So how can you separate urgency from noise in order to make strategic decisions for your portfolio?
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Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.
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On Investing

With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?

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