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Policy, Politics & Portfolios

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

February 3, 2025

Investing in an era of global policy by tariffs

New U.S. tariffs on Canada, Mexico, and China deepen a new era of global policy by tariffs, and they likely portend an ongoing noisy and confusing backdrop for investors.

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.