Political Risk

The partial government shutdown and political disputes over immigration enforcement and document releases create a backdrop of regulatory uncertainty for U.S. businesses.

The confirmation process is stalled by political tensions, specifically the DOJ investigation into Jerome Powell. Senator Tillis’s refusal to vote until the probe is resolved creates timeline uncertainty.

The Senate confirmation process is expected to move quickly, with Powell’s term expiring in May. However, the ongoing investigation into Fed records remains a potential obstacle for bipartisan support.

The Senate confirmation process faces potential hurdles due to ongoing investigations into the current Fed Chair. This political uncertainty could delay the implementation of new monetary policies.