Policy and the Investment Landscape: An Update - podcast episode cover

Policy and the Investment Landscape: An Update

May 19, 202514 minEp. 301
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Episode description

This week, after a very busy few months, I am putting down my pen, picking up my metaphorical spade and bucket and taking some vacation time. 2025, so far, has been a challenging year for analysts and it is tempting, as I’m trying to clear my desk, to assert that not much has changed over the past few weeks and so I don’t need to update any analysis of federal government policy, the economy and markets. However, the reality is that events in Washington and on Wall Street over just the last two weeks do require a reassessment.

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Policy and the Investment Landscape: An Update | Notes on the Week Ahead podcast - Listen or read transcript on Metacast