Roads to Nowhere: Politics, Policy & Markets Today with Dan Clifton

It’s no secret that today’s political landscape is one of the most volatile in the U.S. since the Civil War. In this episode, we invited Dan Clifton, partner and head of policy research at Strategas Securities, to sit down with Greg Dowling on the FEG Insight Bridge to connect politics, policy, and markets today.  Listen in as Dan breaks down some of the most important moving targets for the market, from China’s geopolitical risk to the Biden administration’s Build Back Better Program and the historically large infrastructure bills being debated in Congress. Dan also offers some valuable insight into how the proposed tax bill may impact future S&P 500 earnings as well as the near-term future of the debt ceiling.  Dan shares words of wisdom for investors as he details how the “September to remember” has now become the October, November, and even December to remember as markets attempt to absorb the blows of the ongoing political dramas in D.C. This episode was recorded on October 21, 2021.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.