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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.

March 14, 2025

Up next: Washington’s debt ceiling and tax cut debates

All eyes will be on Congress in coming weeks and months as the narrow Republican majority seeks to raise the debt ceiling and extend the 2017 tax cuts.

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.

March 4, 2025

Investment impact of a new round of tariffs

President Trump’s newly enforced tariffs are likely to have an impact on inflation — but not as much as some investors may think.

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.