Yes A checkmark with a circle around it close
Statue of an eagle on a building

Policy, Politics & Portfolios

Updates and analysis from Wells Fargo Investment Institute on what federal budget, regulatory, and trade decisions could mean for investors.

April 15, 2025

Tariff exemptions spur market rally

Find out why Darrell Cronk, the chief investment officer for Wells Fargo’s wealth business, believes investors should expect market volatility to remain high as the global trade landscape changes.

April 14, 2025

Trade turmoil persists

Investors are witnessing a transformational moment, a re-setting of the global order around geopolitics, trade, and de-globalization, according to Wells Fargo Investment Institute’s Chief Investment Officer Darrell Cronk.

April 11, 2025

Not out of the woods yet

Markets welcomed President Trump’s 90-day pause on most reciprocal tariffs, but it’s likely to prolong the uncertainty. Our chief investment officer Darrell Cronk offers guidance on how to position portfolios for more volatility ahead.

April 10, 2025

What a difference a day makes

Wells Fargo Investment Institute discusses the latest news and market impact of the recently announced 90-day tariff suspensions in its latest report.

April 7, 2025

Reciprocal tariffs begin this week

Wells Fargo Investment Institute considers potential next steps for investors amid tariff-related uncertainty.

April 7, 2025

Answering market volatility questions (video)

Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher addresses investors’ top questions about recent market volatility.

April 3, 2025

Implications of a growing menu of tariffs

With markets reacting to President Donald Trump’s latest round of tariffs, Wells Fargo Investment Institute offers timely guidance on their potential impacts on the U.S. economy and consumers.

March 12, 2025

Investing as government policy pushes boundaries

Wells Fargo Investment Institute considers top-of-mind questions for investors around tariffs, federal job cuts, and the path forward for the economy and markets.

February 20, 2025

Trump economic policy 2.0

In its latest report, Wells Fargo Investment Institute provides insight into the four focal points of President Trump’s economic policy: tariffs, immigration, tax cuts, and deregulation.

January 27, 2025

Markets after week one of presidential orders

One week after inauguration, the new administration’s policy priorities are coming into focus.

October 29, 2024

Campaign ’24: It’ll be a close play at the plate

Wells Fargo Investment Institute provides a last pre-election check on the presidential and congressional races, and their investment implications.

September 2024

Paying America’s Bills

What investors should know about how the U.S. government manages its finances.

September 16, 2024

Q&A — Addressing concerns about rising U.S. debt

Investors are asking about the threat posed by ballooning levels of federal debt.

July 30, 2024

Campaign 2024: The potential economic impact of proposed tariffs

Wells Fargo Investment Institute believes tariffs are part of a trend toward a more fragmented, protectionist foreign economic policy, likely to continue regardless of which party wins the White House.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank N.A., a bank affiliate of Wells Fargo & Company.