Geopolitical risk, tax season liquidity pressures, and rising policy uncertainty are testing investor confidence even as market behavior continues to track historical presidential cycle patterns.
Strategas details how the rapid growth of data center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.
Strategas outlines the policy implications of the Supreme Court's recent ruling on tariffs, and the potential next steps amid a rapidly evolving landscape.
Strategas explains why year two of a presidency often brings more populist proposals ahead of midterm elections — a shift that can introduce added policy uncertainty and contribute to higher market volatility.
