Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
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A timely catch-up with Shane as we discuss how the U.S.-Iran War might evolve over the near-term, along with where congressional negotiations stand to resolve the Department of Homeland Security funding lapse. Plus, with a slim House GOP majority, we discuss the likelihood of the
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The desk observes that the implications of President Trump's recent social media post regarding Iran will likely go unnoticed by investors, as the messaging appears targeted primarily at his support base rather than providing any new policy direction. Per the full note from UBS's Paul Donovan, this scenario reflects a broader inclination within markets to ignore geopolitical tensions if they do not manifest in significant policy shifts or economic repercussions. With March inflation data set to release imminently, the situation remains fluid, particularly as oil prices surge, affecting consumer affordability and economic sentiment in the US.
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