Infrastructure and reconciliation bills + Debt Ceiling = Negative GOP media blitz Biden had to finally show his face and intervene in the Democrats civil war, by removing the urgency of passing both infrastructure and reconciliation bills in order to…
Congressional Gridlock
3 bills are in question: o Infrastructure(passed by Senate), o Reconciliation($3.5 trillion package, and o Budget · Reconciliation bill is where the Dems have loaded up social issues(voting, Immigration, etc) which requires 60 votes under the rules. Progressives in the House number 95…
GLOBAL POLITICAL MACRO COMMENTARY & NEWS UPDATE
“People do what they know works, including the Fed” Now, the question for us is whether the Fed is ready to let the market go now, or will come back in and pump the usual suspects. At this moment,…
Midterm season heats up in the US
Midterm season is upon us. Congressional members and hopefuls are gearing up for a monumental fight for both the House and Senate majorities. The reality is that no matter what the Democrats are saying, they are nearly certain to lose…
Democrats cheat sheet on Bipartisan infrastructure bill
Full write-up for bipartisan infrastructure bill that will be used for next week to push the agenda in passage.
Political/Economic Outlook July 4th Edition
Inflation The Fed and Biden’s White House finally have something that they can agree and coordinate on – inflation. This is the dirtiest word in the beltway, as it is the #1 killer of political careers. People may be swayed by complex social media campaigns, but nothing hits…