“While the financial markets have become comfortable with dismissing the tail risks associated with the president’s boldest policy proposals, President Trump has successfully enacted ambitious policy proposals, albeit perhaps...more
6/4/2025
/ Artificial Intelligence ,
Clean Energy ,
Energy Policy ,
Federal Budget ,
Government Agencies ,
International Trade ,
Legislative Agendas ,
Nuclear Power ,
Proposed Legislation ,
Regulatory Reform ,
Tariffs ,
Tax Reform ,
Trump Administration
“The Trump administration’s shock and awe campaign over the president’s first months back in the Oval Office has caused a spike in uncertainty for the economy and the private sector. It is still possible though to classify...more
5/21/2025
/ Federal Budget ,
Government Agencies ,
Healthcare Reform ,
International Trade ,
Legislative Agendas ,
OMB ,
Proposed Legislation ,
Tariffs ,
Tax Reform ,
Trade Policy ,
Trump Administration ,
US Trade Policies
“The uncertainty arising out of the Trump administration’s first 100 days shock and awe campaign has led to an unexpected flight from the US dollar despite its traditional role as a safe haven asset. While the dollar’s status...more
“President Donald Trump often cites the great personal relationship he has forged with Chinese President Xi Jinping. But before he is able to engage in his signature ‘art of the deal,’ he needs a willing negotiating partner....more
“While President Donald Trump’s love of tariffs is often attributed to his desire for leverage in negotiations, the ones he seeks to use to reshore manufacturing are inherently intended to be non-negotiable."...more
4/23/2025
/ Energy Policy ,
Federal Budget ,
Inflation Reduction Act (IRA) ,
International Trade ,
Medicaid ,
Oil & Gas ,
Renewable Energy ,
Section 232 ,
Tariffs ,
Trump Administration ,
US Trade Policies
The Cozen Lens -
•President Trump relies on his worldview and instincts when it comes to tariff policy, creating a regime where winners and losers will be heavily driven by his own perceptions and preferences.
•GOP...more
“President Trump's reciprocal tariffs have introduced significant uncertainty into the economy. The one certainty though is that Trump loves tariffs and they will therefore likely continue to play a central role in his...more
4/9/2025
/ Healthcare ,
Legislative Agendas ,
Regulatory Reform ,
Retaliatory Tariffs ,
Section 232 ,
Section 301 ,
Semiconductors ,
Tariffs ,
Tax Cuts and Jobs Act ,
Tax Reform ,
Trade Relations ,
Trade Wars ,
Trump Administration ,
US Trade Policies
“President Trump loves tariffs because he believes they provide him powerful negotiating leverage with foreign leaders. But he also loves them because they are his preferred mechanism for reshoring US manufacturing. While the...more
3/19/2025
/ Artificial Intelligence ,
Colleges ,
Educational Institutions ,
Export Controls ,
Federal Funding ,
National Security ,
Regulatory Agenda ,
Regulatory Reform ,
Tariffs ,
Technology Sector ,
Trade Relations ,
Trump Administration ,
Universities
“With the return of President Trump and his America First foreign policy, leaders around the world are coming to terms with the realization that Trump’s first term approach to geopolitics can no longer be viewed as an...more
“Besides disrupting policy in Washington, the Trump administration is looking to disrupt fundamentally how Washington operates. Thus, even as Trump’s team loses some prominent policy fights, it still sees value in the impact...more
2/4/2025
/ Constitutional Challenges ,
Department of Labor (DOL) ,
Donald Trump ,
Executive Authority ,
Executive Orders ,
Federal Budget ,
Federal Employees ,
Federal Funding ,
Fraud and Abuse ,
Government Efficiency ,
International Emergency Economic Powers Act (IEEPA) ,
National Security ,
Regulatory Authority ,
Regulatory Reform ,
Tariffs ,
Trump Administration ,
USAID
“Despite all the discussion of spending cuts under the new unified GOP control in Washington, two words that President Trump did not utter even once during his inaugural address: deficit reduction.” — Howard Schweitzer, CEO,...more
1/29/2025
/ China ,
Debt Ceiling ,
Deficit Reduction ,
Electric Vehicles ,
Export Controls ,
Federal Budget ,
Inflation Reduction Act (IRA) ,
Medicaid ,
Tariffs ,
Tax Cuts and Jobs Act ,
Tax Reform ,
Trade Policy ,
Trade Relations ,
Trump Administration
“While Republicans have taken unified control of the federal government, President-elect Donald Trump is going to lean heavily on an expansive use of executive power from his first day back in the Oval Office as he has...more
1/15/2025
/ Artificial Intelligence ,
Border Security ,
Cryptocurrency ,
Department of Homeland Security (DHS) ,
Donald Trump ,
Energy Sector ,
Executive Orders ,
Immigration ,
Immigration Procedures ,
International Emergency Economic Powers Act (IEEPA) ,
Migrants ,
National Security ,
Offshore Drilling ,
Regulatory Agenda ,
Regulatory Reform ,
Renewable Energy ,
Tariffs ,
Temporary Protected Status ,
Trump Administration ,
U.S. Commerce Department ,
U.S. Treasury
“President-elect Trump is re-entering the Oval Office with an even bolder and more muscular approach to his America First policies. But Trump’s policymaking isn’t the only thing to have evolved over the past four years – so...more
12/11/2024
/ Abraham Accords Peace Agreement ,
America First Trade Policy ,
Canada ,
China ,
Donald Trump ,
Foreign Policy ,
Geopolitical Risks ,
International Emergency Economic Powers Act (IEEPA) ,
Mexico ,
NATO ,
Tariffs ,
Trump Administration ,
U.S. Commerce Department ,
U.S. Treasury ,
United States-Mexico-Canada Agreement (USMCA)
“CEOs tended to take a wait and see approach at the start of the first Trump administration. But it would be a mistake not to engage early and often with Trump 2.0.” — Howard Schweitzer, CEO, Cozen O’Connor Public Strategies...more
12/4/2024
/ Big Tech ,
C-Suite Executives ,
Centers for Medicare & Medicaid Services (CMS) ,
CEOs ,
CFTC ,
China ,
Department of Health and Human Services (HHS) ,
Diversity and Inclusion Standards (D&I) ,
Environmental Social & Governance (ESG) ,
Food and Drug Administration (FDA) ,
OCC ,
Presidential Appointments ,
Securities and Exchange Commission (SEC) ,
Tariffs ,
Tax Credits ,
Tax Cuts and Jobs Act ,
Trump Administration ,
USTR
“Entering office with four years of on-the-job training this time around, President-elect Trump and his advisors have a much better sense of how to manipulate the levers of government power – and they intend to push the...more
The Cozen Lens -
· As undecided voters tune into the presidential race’s post-Labor Day sprint, former President Trump and Vice President Harris are rapidly unveiling new populist economic policy proposals in a race to...more
9/18/2024
/ Donald Trump ,
Foreign Policy ,
International Emergency Economic Powers Act (IEEPA) ,
Kamala Harris ,
Political Campaigns ,
Political Candidates ,
Presidential Elections ,
Price Inflation ,
Speaker of the House ,
Tariffs ,
Tip Credit ,
Trade Wars ,
U.S. Commerce Department
Navigating K-Street for the C-Suite-
“A President Harris’ policies would likely be similar to those of President Biden, with some notable exceptions. But her differing governing priorities and style are what would set her...more
8/1/2024
/ Abortion ,
Big Tech ,
China ,
Climate Action Plan ,
Donald Trump ,
Forced Labor ,
Foreign Policy ,
Foreign Trade Regulations ,
Green New Deal ,
Inflation Reduction Act (IRA) ,
Israel ,
Joe Biden ,
Kamala Harris ,
Middle East ,
Political Campaigns ,
Political Candidates ,
Presidential Elections ,
Tariffs ,
Tax Cuts ,
Tax Cuts and Jobs Act ,
Tax Reform ,
United States-Mexico-Canada Agreement (USMCA)
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
With inflation up, the stock market down, and general lack of trust in the institutions of power, the Biden presidency can look similar to that of President Jimmy Carter's. But the future of Joe Biden and the Democrats is by...more