Fiscal Policy & Political Economy

Follow government spending, federal budgets, tax policy, elections, and the politics shaping fiscal decisions and market outcomes.

Defense Spending
Elections & the Economy
Federal Budget
Fiscal Policy
Government Debt
Government Shutdowns
Government Spending
Infrastructure Spending
Tax Policy
A hand about to put a stack of hundred dollar bills into a voting ballot box
Macro Economics

Capitol gains

How to adjust your portfolio for the midterms.

Sissy Yan
Photo collage showing a pie chart cut into 7 parts, with an AI spark (4-sided star) in the middle, with three hands grabbing pieces of it and pulling them away slightly.
Macro Economics

Strange bedfellows

Lucy Brewster
A drone flying against a cloudy sky surrounding by falling hundred-dollar bills
Macro Economics

Unusual machines and unusual deals

Lucy Brewster
An aircraft carrier at sea
Macro Economics

Defense stocks go on offensive

President Trump moved the entire defense industry over the last 48 hours.

Lucy Brewster
The Capitol building in DC.
Macro Economics

Let's get political

A shutdown, a trade deal, and all the risks ahead.

Mark Reeth
The White House on a map of the US that's stylized like a computer chip.
Macro Economics

The White House chips in

The Trump administration has dived into the market this year.

Sissy Yan
WASHINGTON, DC : The U.S. Capitol Building
Macro Economics

The billion-dollar shutdown

About $15 billion a week and counting.

Sissy Yan

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