Government Policy
Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
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.
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
What are some of the economic ripple effects stemming from the war in Iran?
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.
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.
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.
On Investing
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.