The Cozen Lens-
The MAGA movement is more than just former President Trump, though he still holds great sway. MAGA faces its first major governing test beyond the Trump administration after the election of Speaker Mike...more
11/1/2023
/ China ,
Donald Trump ,
Export Controls ,
FOMC ,
Joe Biden ,
Presidential Elections ,
Presidential Nominations ,
Price Inflation ,
Speaker of the House ,
Supply Chain ,
U.S. Commerce Department
The Cozen Lens-
• The fight over the House speakership reveals how the combination of House Republicans’ narrow majority and fractious conference prevents them from accomplishing much for the remainder of 2023.
• The...more
10/25/2023
/ Electric Vehicles ,
Hamas ,
Highway Trust Fund ,
Inflation Reduction Act (IRA) ,
Israel ,
Joe Biden ,
Legislative Agendas ,
Political Parties ,
Registration Fees ,
Speaker of the House ,
Tax Credits ,
Terrorist Acts
The Cozen Lens-
What role the United States should play in today’s unstable world is a legitimate debate to have, but to be able to provide any form of leadership abroad, the US needs to be able to demonstrate a certain...more
10/18/2023
/ China ,
Consumer Financial Protection Bureau (CFPB) ,
Dobbs v. Jackson Women’s Health Organization ,
Donald Trump ,
Geopolitical Risks ,
Government Shutdown ,
Iran ,
Israel ,
Joe Biden ,
NAACP ,
Political Parties ,
SCOTUS ,
Speaker of the House ,
State Attorneys General ,
Ukraine ,
Voting Rights Act
The Cozen Lens-
• The disarray in the House GOP conference has political benefits for Democrats, at least in the short term, but it could also have a significant impact on FY24 discretionary spending, which could result in...more
10/12/2023
/ Donald Trump ,
Gas Prices ,
Joe Biden ,
Legislative Agendas ,
Mortgages ,
Political Campaigns ,
Political Parties ,
Presidential Elections ,
Price Inflation ,
Speaker of the House ,
Strike ,
UAW
The Cozen Lens-
• House Speaker Kevin McCarthy (R-CA) made it through the shutdown showdown but has perpetually been at risk of losing his gavel. The best thing he has going for him though is that any successor might have...more
The Cozen Lens-
• Every presidential election is hyped as being the “most consequential.” But given the contrasts between what a Biden and Trump second term would look like, this description very well could prove to be...more
The Cozen Lens-
• President Biden’s and former President Trump’s reactions to the United Auto Workers strike against the Big Three automakers underscores that neither political party can take the support of blue-collar...more
9/19/2023
/ America First Trade Policy ,
Artificial Intelligence ,
Automotive Industry ,
Department of Labor (DOL) ,
Donald Trump ,
Federal Reserve ,
Federal Trade Commission (FTC) ,
Foreign Policy ,
Governor DeSantis ,
Joe Biden ,
Labor Relations ,
NLRB ,
Political Candidates ,
Presidential Elections ,
Price Inflation ,
Strike ,
UAW ,
Ukraine ,
Unions
The Cozen Lens-
• Members of Congress have returned to Washington with a lengthy to-do list. Most pressing is appropriations given the potential for a government shutdown at the end of this month. Lawmakers will address...more
9/13/2023
/ Centers for Medicare & Medicaid Services (CMS) ,
Cryptocurrency ,
Dear Colleague Letter ,
Debt Ceiling ,
Government Agencies ,
Government Shutdown ,
Inflation Reduction Act (IRA) ,
Medicare ,
NDAA ,
Political Candidates ,
Political Parties ,
Prescription Drugs ,
Presidential Elections ,
Securities and Exchange Commission (SEC)
The Cozen Lens-
• The 2024 presidential race is taking shape with the first GOP presidential debate next month and primaries just over six months away. But many voters aren’t interested in the race yet, probably due to the...more
The Cozen Lens-
•After feeling like they lost out in House Speaker Kevin McCarthy’s (R-CA) debt limit deal with President Biden, the House GOP’s right flank aims for major cuts in FY24 government funding. This stance raises...more
The Cozen Lens-
•There remains high bipartisan interest in creating a regulatory framework for digital assets in the US as both the House Financial Services Committee and House Agriculture Committee intend to mark up a...more
7/13/2023
/ Artificial Intelligence ,
CFTC ,
Cryptocurrency ,
Data Privacy ,
Environmental Social & Governance (ESG) ,
EU ,
Financial Services Committee ,
General Data Protection Regulation (GDPR) ,
Legislative Agendas ,
Proxy Voting ,
Securities and Exchange Commission (SEC) ,
Stablecoins
The Cozen Lens-
•Former President Trump and the eponymous Trumpism may still be front-and-center, but no less consequential for voters, the economy is the fate of a new eponym in the DC zeitgeist: Bidenomics.
•Interest in...more
The second indictment against former President Trump this year may be the talk of the town, but has done little to change the political or governing dynamics in DC.
House Speaker Kevin McCarthy (R-CA) successfully kept...more
The culture wars continue to present a challenge for corporate America, resulting in diminished influence of the “Chamber of Commerce” business perspective in Washington. But the bipartisan legislative successes of the past...more
The Fiscal Responsibility Act is passed, the debt ceiling is raised, and a DC-manufactured crisis is averted. While there are lessons to be gleaned from the theatrics, there's consequential legislation to come later this...more
After a dramatic few months, the latest debt ceiling saga underscores how leadership on both sides of the aisle can navigate the partisan divide notwithstanding the high level of polarization that has become endemic in the...more
The Cozen Lens-
•While the two sides remain far apart ideologically on a debt ceiling compromise, there is plenty of creativity that can be used to close the gap so both sides can claim a political victory.
•Despite...more
The Cozen Lens-
•With the standoff over raising the debt ceiling, Washington, DC is asserting its prerogative to be the center of the universe. All eyes are on whether policymakers can once again raise the debt ceiling or...more
The Cozen Lens-
•The state of the economy is unclear, with conflicting indicators of where it is heading. But this uncertainty isn't stopping Washington, DC from defining the economy for partisan gains.
•With regional banks...more
The Cozen Lens-
•President Biden launched his fourth and final campaign for president last week, this time as an incumbent. Biden's MO is to prove the naysayers wrong while pointing out he's the least worst option.
•This...more
The Cozen Lens-
•Congress isn't in its tax heyday like it was in 2017 or 2021, but tax policy is far from dormant as the Biden administration focuses on implementing the Inflation Reduction Act tax agenda and a major tax...more
4/19/2023
/ CFTC ,
Department of Labor (DOL) ,
Economic Realities Test ,
Exempt-Employees ,
Federal Trade Commission (FTC) ,
Inflation Reduction Act (IRA) ,
IRS ,
Joe Biden ,
Over-Time ,
Renewable Energy ,
Securities and Exchange Commission (SEC) ,
Tax Credits ,
Tax Cuts and Jobs Act
The Cozen Lens-
•Despite the legal jeopardy arising from former President Trump’s historic indictment, it looks like it could be a political boon for him, at least in the near term. But the longer-term implications on his...more
The Cozen Lens-
•As the dust settles on the most serious banking crisis since 2008, lawmakers and regulators are eying the policies, as well as the politics, necessary to restore stability to the banking system...
...more
The Cozen Lens-
President Biden is taking actions to move towards the center of the electorate as he prepares a re-election bid. Underlying this move is a desire to be a palatable alternative to MAGA Republicans as well as...more
The Cozen Lens-
•This past weekend’s fast-moving banking crisis was an abrupt reminder that the era of easy money is over. While regulators were able to avoid broader contagion (at least for now), this crisis has...more