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21min chapter
Isaac Boltansky, Director of Policy Research at BTIG
The Walker Webcast
Navigating Consumer Finance and Global Policies
This chapter examines the anticipated shifts in consumer finance due to leadership changes at the CFPB, exploring potential regulatory rollbacks and their impacts on sectors like mortgage costs. It also addresses the complexities of U.S.-China relations amid proposed tariffs, the outlook for the Federal Reserve, and the evolving energy landscape in the context of a new administration. Throughout, the discussion highlights the importance of strategic investment in defense and fiscal policy, positioning the U.S. dollar as a resilient global currency.
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