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Tax Legislation Could Sterilize Tariff Impact

Although some of the reciprocal tariffs unveiled on April 2 have been rolled back, more tariffs are in the pipeline. The tax bill moving through Congress provides the best opening to sterilize the tariff impact if the rest are not rolled back.

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Tariff Day Takeaways

Strategas evaluates President Trump’s complete tariff proposal unveiled on April 2nd.

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Tariff Uncertainty Could Lead to More Pro-Growth Tax Policies

Strategas explains why higher tariffs and the current economic growth scare could drive Congress to include more pro-growth tax policies in its tax bill this year.

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Social Security Changes Are Unlikely

Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.

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Focuses in the Trump 2.0 Administration

Amidst all of the noise in DC, we present three key themes to help frame the priorities of the new administration.

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