Washington Market Pulse

2026 Election Megadonor Spending

• 🔥 Megadonor Contributions: Megadonors have poured more than $1.3 billion into the 2026 election cycle,...

Since October 2025, the U.S. has admitted over 6,000 refugees — all but three white South Africans — under a debunked "genocide" claim that reveals Trump's fixation on white replacement anxieties.

The market is waking up to a key tension: AI capex boosts semis but squeezes mega-cap margins.

• Apple's hardware price hikes signal this shift may...

Mega-donors have already channeled over $1.3 billion into super PACs and political groups ahead of the 2026 midterms, targeting congressional control...

Rep. Nathaniel Moran's standalone AI Incident Reporting Act would force frontier developers to notify Commerce of serious incidents—including model...

A new multi-country model finds that even a complete US exit from free-trade cooperation raises optimal tariffs for China and the EU by less than half...

The Iran War is delivering a sharp blow to US corn producers through surging input costs, while the Trump administration responds with targeted...

Senator Todd Young's floor speech urges immediate passage of the Stop Insider Trading Act and Restore Trust in Congress Act, citing 86% public support...

House appropriators approved the $1.1 trillion 2027 defense spending bill by a 34-27 vote, sending it to the full chamber with support for the Golden Dome missile shield and commercial tech investments.

Housing Legislation Uncertainty

• 🔥 Bipartisan Housing Package Delayed: Congress passed the 21st Century ROAD to Housing Act with 85-5 Senate and...

U.S. advisors posted 12.5% average AUM growth last year, with 10.7% expected over the next 12 months and 11.2% over three years.

• AI competition...

Trump's administration reimbursed $765 million to cancel offshore wind leases while proposing lower drilling bonds, shorter reviews, and weaker...

• The package allocates $21B for defense munitions and industrial base, $10B for struggling farmers, plus Ebola aid and East Coast construction...

Rep. Maggie Goodlander's Public Service Accountability Act would bar Congress, the president, Supreme Court justices, and their families from owning...

The USA Shipbuilding Coalition welcomes House, Senate, and Administration proposals to strengthen America's maritime industrial base in the FY27...

Michael Cembalest examines America's enduring dominance in global markets on the US semiquincentennial.

• Reserve currency status and capital flows...

Congress passed the 21st Century ROAD to Housing Act with overwhelming bipartisan margins—Senate 85-5, House 358-32—sending it to the president to...

Christopher Phelen's nomination to chair the CEA brings a critic of fractional reserve banking into Trump's inner circle, arguing it lacks social...

SIFMA and a broad industry coalition are urging the Senate Banking Committee to advance the Retirement Fairness for Charities and Educational...

Trump positioned the Iran ceasefire as a catalyst for growth, arguing lower oil prices will ease inflation across transportation and manufacturing.
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