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Of Tariffs and Treaties
by Andrew Friedman of The Washington Update, 8/1/19

For almost 1-1/2 years, President Trump’s tariff initiative has confused and roiled the markets. The following discussion examines why markets have been volatile and makes some predictions about future market reactions.

The 2018 Midterm Elections – What Comes Next
by Andrew Friedman of The Washington Update, 11/12/18

The 2018 Midterms are over, and the messages are mixed. As we predicted, the Republicans held the Senate, while Democrats took the House by a lesser margin than some others expected.

Preliminary Thoughts on the Midterm Elections
by Andrew Friedman of The Washington Update, 7/12/18

The different and constantly changing polls make it difficult at this point to reach a definitive conclusion regarding the midterm election results. Moreover, future events – particularly those occurring in late October and November – almost certainly will have an outsized influence on the outcome.

Trump and the Markets
by Andrew Friedman of The Washington Update, 3/5/18

In our first written update of the Trump presidency, in January 2017, we sounded a theme about the interaction of President Trump’s policies and the markets that we continue to espouse through our presentations today.

Tax Cuts & Jobs Act Update
by Andrew Friedman of The Washington Update, 12/5/17

In our white paper, Tax Reform Near the Finish Line: What’s in the Bill, we summarize the portions of the Tax Cuts & Jobs bill of particular interest to investors, as well as the likely winners and losers under that legislation.

Health Care Reform – Right, Left, and Center
by Andrew Friedman of The Washington Update, 9/21/17

Three new health care reform initiatives - from the political right, left, and center - are developing in the Senate. Earlier this week I joined CNBC's Nightly Business Report to discuss the proposal up first for consideration: the Graham-Cassidy bill, which would turn the ACA into a system of state grants.

The Nominees Come into Greater Focus
by Andrew Friedman of The Washington Update, 4/29/16
The unanimity of result in the “Acela” state primaries brings the presidential nominations into greater focus.

Preparing for Rising Medical Costs in Retirement - 2016
by Andrew Friedman, Jeff Bush of Eaton Vance, 4/8/16
The Affordable Care Act (commonly known as the “ACA” or “Obamacare”) has had a significant effect on retiree health care costs and retirement planning, and those effects are likely only to increase in the years ahead. People nearing or in retirement need to understand the extent to which their medical expenses are likely to increase, and steps they can take now to help ensure they will be able to afford medical care after they retire.

Trump’s Ascendancy Explained
by Andrew Friedman of The Washington Update, 3/2/16
Like other pundits, we thought Donald Trump could not win the Republican nomination for president. But we also have said for many months that, if Trump is still going strong on March 1 (Super Tuesday), then the calculus will be much different. We are now at that juncture, and it indeed appears it will be difficult to derail Trump’s quest.

Iowa
by Andrew Friedman of The Washington Update, 2/3/16
In last month's white paper, The Metrics and Dynamics Underlying the 2016 Election, we said that a lack of ground organization might ultimately trip up Donald Trump's campaign. The results in Iowa reflected that deficiency. Trump generates large crowds and great excitement when he flies in to speak. But when he departs he leaves behind relatively few volunteers knocking on doors - and little guidance as to which doors are worthy of a knock. Ted Cruz and Marco Rubio developed ground organizations and predictive voter data greatly superior to Trump's.

Ryan Takes Speaker’s Chair As One Deadline Remains
by Andrew Friedman of The Washington Update, 11/2/15
Last week was an uncharacteristically busy one in Washington. The White House and Congress – led by outgoing Speaker Boehner – reached an agreement on aggregate government spending through 2017. The agreement includes a corresponding increase in the nation’s debt limit, eliminating talk of a government default during the election season. With the budget deal passed, Boehner departed, leaving the Speaker’s chair to Paul Ryan.

Wake Me Up When September Ends
by Andrew Friedman of The Washington Update, 5/14/15
In my legislative update early this year, I noted that ongoing acrimony between Congressional Republicans and the Obama White House likely precludes agreement on any broad new legislative initiatives this year. Instead, Congress and the White House are likely to reach agreement only in the face of “forcing events” – deadlines that compel action to ward off a draconian result.

Obama Comments on IRA Fiduciary Rules
by Andrew Friedman of The Washington Update, 3/2/15
Last week the President gave a speech in which he focused on forthcoming Labor Department rules intended to ensure that IRA holders receive investment advice unencumbered by financial advisor conflicts of interest. In conjunction with the President’s speech, the Labor Department will be re-issuing proposed rules addressing the extent to which financial advisors may receive compensation in connection with investments made by IRAs and other retirement accounts they advise. The new proposed rules should be available in the next 60-90 days.
13 results found.