Primrose Investment Group - Stifel

Congress passed a reconciliation bill to fund immigration enforcement agencies, setting the stage for potential movement on economic policy bills such as housing and crypto legislation. Brian Gardner outlines what's next and the hurdles facing these proposals, along with a possible markup of artificial intelligence legislation, the SEC's next steps on equity market structure, and the implications of a recent update on the Social Security trust fund.

Read about this and more in Potomac Perspective: https://livesocial.seismic.com/a7oVWo

In the latest Potomac Perspective, Brian Gardner, Stifel's Chief Washington Policy Strategist, updates views on housing legislation and the CLARITY Act. The chances that Congress will pass the House's version of the housing bill (which is more benign for the build-to-rent industry than the Senate bill) have risen, and the prospects for the Senate's bill have diminished. He maintains the view on the prospects for the CLARITY Act and notes some new complications for passing the bill in 2027.

Read more here: https://livesocial.seismic.com/asf8h6

The first quarter closed with markets navigating a mix of crosscurrents – technological disruption, shifting policy, and geopolitical shock – each pulling on growth, inflation, and investor sentiment in different ways. In this edition of Quarterly Market Perspectives from our CIO Office, they analyze how these dynamics are influencing our outlook and what it means for investor positioning.

View more here: https://livesocial.seismic.com/aS4MSC