As President Trump’s second term takes shape, Washington Analysis identifies critical issues that could reshape markets, sectors, and regulatory landscapes. In this comprehensive Q2 2025 report, CFRA’s policy and legal research team covers major developments across trade policy, healthcare reform, defense spending, energy markets, technology regulation, and financial services.
This quarter is pivotal: from intensifying tariff battles and budget reconciliation negotiations to fundamental regulatory shifts across healthcare, energy, financial services, and tech—investors, advisors, and corporations must be prepared.
What You’ll Learn in the Full Report:
- Trade Policy: Why tariff threats against Canada, Mexico, China, and Europe could escalate—and how reciprocal tariff regimes are taking shape.
- Federal Budget: Inside look at the budget reconciliation process, tax cut extensions, government restructuring, and potential debt ceiling risks.
- Healthcare: Major threats and opportunities for insurers, drug manufacturers, hospitals, and Medicaid providers amid sweeping Republican reforms.
- Energy & Climate: How changes to the Inflation Reduction Act could hit EVs, clean energy tax credits, and mining supply chains.
- Defense: Where new Pentagon priorities and Middle East tensions could shift defense spending—and which contractors could gain or lose.
- Financials & Housing: GSE reform chatter, crypto asset policies, student loan reforms, and new regulatory priorities in banking.
- Technology & Media: TikTok divestiture, Section 230 reform, Universal Service Fund court battles, and Big Tech antitrust rulings.
Whether you are an institutional investor, corporate executive, or policymaker, understanding these shifts is crucial for decision-making in the months ahead.
Authors of this Q2 Report;
John Sonsalla, Head of Policy & Legal Research
Christoph Zimmerman, Vice President, Research
Michael Gordon, Vice President, Legal Research
Douglas Lee. Senior Vice President – Macro Policy
Saad Kamal, Special Situations Analyst
Nick Rodelli, Head of Legal Edge Research
