The Cozen Lens -
•Young voters and progressives are a weak spot for President Biden’s re-election bid, particularly as Israel’s war with Hamas has left the Democratic Party deeply divided.
•As the presidential election...more
5/8/2024
/ Donald Trump ,
Environmental Protection Agency (EPA) ,
FCC ,
Federal Reserve ,
Interest Rates ,
Israel ,
Joe Biden ,
NLRB ,
Political Candidates ,
Political Parties ,
Presidential Elections ,
Price Inflation
The Cozen Lens -
•Democrats would have to run the board in a bunch of vulnerable races to maintain control of the Senate. Although unlikely, it’s not impossible, as Republicans proved in the midterm elections.
...more
The Cozen Lens -
• Former President Trump has no clear heir apparent after his political career is over, either in 2024 or 2028, but Trumpism is here to stay as a dominant force in the Republican Party.
• Congress is...more
The Cozen Lens -
•In the inverse of traditional political wisdom, down ballot candidates may be more helpful to President Biden’s re-election than the other way around.
•As the importance of immigration rises in voters’...more
The Cozen Lens -
•Senator Sherrod Brown’s (D-OH) battle to stay in the Senate representing the red state of Ohio and former Governor Larry Hogan’s (R-MD) fight to represent his blue state of Maryland are different sides of...more
The Cozen Lens-
•A second Trump administration would likely include both familiar faces from his first term and newcomers, but a lack of institutional guardrails means that former President Trump’s personnel choices will be...more
The Cozen Lens-
•With Super Tuesday, the State of the Union, and the release of President Biden’s FY25 budget, this past week has been a politically consequential one. This series of events mark the pivot to the general...more
3/13/2024
/ Commercial Real Estate Market ,
Department of Energy (DOE) ,
Donald Trump ,
FDIC ,
Federal Budget ,
Inflation Reduction Act (IRA) ,
Interest Rates ,
Joe Biden ,
OCC ,
Political Candidates ,
Political Parties ,
Presidential Elections ,
Securities and Exchange Commission (SEC)
The Cozen Lens-
• Regardless of which candidate is victorious in November’s presidential election, populism will be sure to shape the next administration’s policies.
• In an age of populism, Big Tech has increasingly...more
3/5/2024
/ Affordable Care Act ,
Big Tech ,
Centers for Medicare & Medicaid Services (CMS) ,
Data Privacy ,
Department of Health and Human Services (HHS) ,
Donald Trump ,
Federal Trade Commission (FTC) ,
Internet Speech ,
Joe Biden ,
Medicare ,
Online Safety for Children ,
Pharmaceutical Industry ,
Political Candidates ,
Populism ,
Prescription Drugs ,
Presidential Elections
The Cozen Lens-
•Former President Trump’s first criminal trial is scheduled to begin next month, and recent polling suggests a conviction in any of the four prosecutions he is facing could significantly damage his...more
The Cozen Lens-
• The economy continues to show positive signs, and consumer sentiment has reached its highest level since July 2021. However, any boost for President Biden in the polls remains elusive.
• The fight over...more
The Cozen Lens-
• Amidst a narrowly divided electorate and election of an aging president, the VP may buck history and actually matter on this year’s ballot.
• Congress’ effort to pass a bipartisan tax bill this year is a...more
The Cozen Lens -
• Michigan was a reliably blue state in national elections for much of the last 30 years until former President Trump broke through the “blue wall” in 2016. Although President Biden won the state in 2020, he...more
The Cozen Lens-
• A second term for former President Trump would mean the return of his “America First” foreign policy, including its resulting geopolitical uncertainty.
• President Biden and Chinese President Xi Jinping...more
1/24/2024
/ China ,
Donald Trump ,
Geopolitical Risks ,
International Trade ,
Israel ,
Joe Biden ,
NATO ,
Political Candidates ,
Presidential Elections ,
Tariffs ,
Trade Deficit ,
Ukraine
The Cozen Lens-
• On the third anniversary of the January 6, 2021, attack on the US Capitol, both Democrats and Republicans argue that democracy is under threat, but from distinctly different perspectives.
• Both parties...more
The Cozen Lens-
• As James Carville quipped in 1992, “It’s the economy, stupid.” This likely still holds true for 2024.
• Former South Carolina Governor Nikki Haley’s (R-SC) campaign for the GOP presidential nomination...more
12/13/2023
/ Big Tech ,
Consumer Financial Protection Bureau (CFPB) ,
Credit Cards ,
Data Protection ,
Digital Wallets ,
Donald Trump ,
Federal Budget ,
FinTech ,
Government Shutdown ,
Joe Biden ,
Late Fees ,
Payment Processors ,
Political Campaigns ,
Political Candidates ,
Presidential Elections ,
Presidential Nominations ,
Recessions
The Cozen Lens-
•President Biden and the likely 2024 Republican presidential nominee, former President Trump, both have high unfavorability ratings, setting up next year’s election as a choice between the lesser of two...more
The Cozen Lens -
• More focus has been on former President Trump’s chances of winning in 2024 than on what a second Trump term would look like.
• While Democrats did very well in last week’s elections, it remains to be...more
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 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-
• 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-
•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-
•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