In this Deep Dive, we unpack The Big Beautiful Bill — not just what’s in it, but why the timing matters, how markets may react, and what investors need to know now.
CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, break it down:
- Why “tax cuts” may not feel like tax cuts
- Does The Big Beautiful Bill put the U.S. fiscal deficits on an unsustainable path?
- Short- and long-term market reactions
- Actionable insights for navigating uncertainty
