Tag: Biden

22 posts
Leave a comment COP26: US Thin Green Gruel Leave a comment

COP26: US Thin Green Gruel

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As the world gets ready for COP26, it is a great time to review the Biden administration’s policies on climate change and know what to expect in Glasgow. Before now, we’ve been producing research to get

Leave a comment Marley and ESG: a brief history Leave a comment

Marley and ESG: a brief history

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We’ve been writing on Environmental, Social and Governance (ESG) over the last year, with ESG Supercharged by government spending, Why ESG Now?, EU Carbon Plan and Fastest Growing Investment Theme. All of the work we

Leave a comment The Big Infrastructure Bills: even larger than you think Leave a comment

The Big Infrastructure Bills: even larger than you think

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For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer out an infrastructure deal. This initial $1.2T bipartisan deal will set

Leave a comment EU Carbon Plan and US Infrastructure: tied at the border? Leave a comment

EU Carbon Plan and US Infrastructure: tied at the border?

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Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU sector. The plan also has implications for the world including the

Leave a comment Inflation Politics Leave a comment

Inflation Politics

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The inflation story keeps getting legs as more and more companies are citing inflation concerns in their investor calls and interviews. As a matter of fact, The word “inflation” is being mentioned in post-earnings conference

Leave a comment Biden and Fed: here’s what we learned for the economy Leave a comment

Biden and Fed: here’s what we learned for the economy

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Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his “infrastructure” plans. The Fed had a “we’re-not-tapering-and-inflation-is-temporary” meeting on monetary policy.

Leave a comment Prepare for Revenge Spending Leave a comment

Prepare for Revenge Spending

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Why is JPM Jaime Dimon talking about it? Despite the new COVID surge, there is tremendous economic optimism running through the United States right now. Despite the warnings of the CDC and Dr. Anthony Fauci, Americans

Leave a comment Infrastructure Plan: passing and impact Leave a comment

Infrastructure Plan: passing and impact

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Key Take-away and Doing My Best to State the Obvious: For the economy and D.C., a $1.9 trillion spending plan on infrastructure, climate change and housing risks over-heating both the economy and the political environment.

Leave a comment Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan Leave a comment

Biden’s Gigantic, Enormous and Quite Large Infrastructure Plan

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Is it big?  Yes.  Is it bold?  Yes.  And we can get it done. President Joe Biden on the American Jobs Plan  Fact Check: these are all true.  At the Carpenters Pittsburgh Training Center, President Biden formally announced

Leave a comment Filibuster or Bust Leave a comment

Filibuster or Bust

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Key Takeaway: It is a logical political path, prepare for it now Where we’ve been After the passage of the $1.9 trillion stimulus bill, the Biden administration is moving on to the other items on their legislative