• US Policy
Fri May 27, 2022

Last week President Biden traveled to South Korea and Japan to meet with allies and discuss strategy to deal with China.  The centerpiece of the visit was a mini regional summit in Japan when the President was joined by the leaders of India and Australia....

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  • US Policy
Sat February 27, 2021

Covid Relief Moves Forward, Trump to Re-Emerge

The House is expected to pass President Biden’s $1.9T Covid Relief Bill tonight. The bill is being considered under the Budget Reconciliation process in order to make it possible to be considered by the Senate under rules that prohibit a filibuster by Republicans. Last night the Senate Parliamentarian gave an...

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  • US Policy
Fri January 31, 2020

Iowa Primary Could Winnow Democratic Field; SOTU Up Next

While the coronavirus grabs all the headlines, it’s going to be a big week for politics and policy, and it will pay for investors to pay attention. Next week has two events that are the opening of the 2020 election year: first votes cast in the Iowa Caucuses and the...

  • US Policy
Fri January 24, 2020

Impeachment Saga Again Dominates Policy and Politics in DC

With the ongoing impeachment trial and minute by minute news headlines, it is hard for investors to break through to the other important issues, which are sidelined while the House managers argue their case to the Senate. Given the GOP numbers in the Senate and a needed 2/3 majority for...

  • US Policy
Fri November 15, 2019

Congress Expected to Pass Temporary Budget by Nov. 21

Thursday, November 21, is the deadline for Congress to pass legislation to ensure that there is no government shutdown. It is widely expected that Congress will pass another Continuing Resolution (CR) to keep funding at current spending levels. As is often the case in Washington under President Trump, there is...

  • US Policy
Fri October 18, 2019

Impeachment House Distraction May be Good News for Trump

The potential impeachment of President Donald Trump and the ongoing military conflict in Syria continue to dominate the headlines, with little else able to generate interest. Ironically, this could be good news for the President, as the Democrats’ 2018 gains were due to Americans’ concern with health insurance, prescription drugs,...

  • US Policy
Fri October 11, 2019

It's All Impeachment, US-China Trade All the Time

Unless you were sitting under a rock somewhere, you know that the potential impeachment of President Donald Trump dominated the news last week, kind of like the New England Patriots and football. That’s likely to continue for a while. Anyway, while the House of Representatives might indeed approve articles of...

  • US Policy
Fri October 4, 2019

Impeachment Fever, Trade Talks; DC In Full Circus Mode

Impeachment fever has taken over Washington, D.C., but the business of governing is attempting to proceed around town. The big news next week will be the arrival of a high-level Chinese trade negotiating team. Figure the market will hang on every word, sorry, make that tweet, that comes either from...

  • US Policy
Fri September 13, 2019

China trade war sees some sunlight, eyes on the Fed, and federal budget deadline approaches

There were some small positive signs this week that the US and China might be moving towards some progress in the current trade war battles. The Chinese requested that the Trump Administration delay for two weeks, purportedly because of a national holiday, the implementation of the next round of tariffs....

  • Signal From Noise
Thu August 29, 2019

Soybeans Won't Cost Trump in 2020, but Auto Tariffs Might

By Vito J. Racanelli, August 29, 2019 There’s a narrative in markets—fueled by headlines—that soybean farmers could cost President Donald Trump the 2020 election. I beg to differ. He might indeed lose the election, but it won’t be the beans. In trade wars and headlines, facts sometimes get in the...

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