Washington Analysis, a CFRA company, outlines the high-impact issues likely to move markets in Q3 from sweeping tariffs and litigation threats to defense authorizations and tax changes. With $150B in defense spending at stake, shifting AI regulations, and mounting pressures on healthcare and utilities, this report equips institutional investors and advisors with actionable intelligence to navigate uncertainty. Learn which sectors may rise—or fall—based on evolving policy and legal risks.
What Is Included In The Full Report
- Which policies and geopolitical forces are reshaping Q3’s investment landscape
- How litigation and regulatory decisions are impacting healthcare and telecom
- Where defense, clean energy, and industrials may benefit from policy tailwinds
- What sectors face margin pressure or headline risk from tariffs
- Why capital markets are watching labor and inflation indicators closely
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Authors of this research include:
John Sonsalla, Head of Policy & Legal Research at CFRA | Senior Vice President at Washington Analysis
Christoph Zimmerman, Special Situations Policy Analyst | Vice President at Washington Analysis
Michael Gordon, Vice President, Legal Research at Washington Analysis
Andrew Molina, Vice President, Antitrust & Competition at Washington Analysis
Saad Kamal, Senior Analyst at Washington Analysis covering Special Situations
Nick Rodelli, Director of Legal Research & Legal Analyst