Donald Schneider

Don Schneider, Deputy Head of U.S. Policy Research at Piper Sandler, dives into the intricacies of the recent government shutdown. He discusses the political strategies of both parties and how selective furloughs are minimizing impact on services. Don sheds light on the potential duration of the shutdown, its disruptions to data reporting, and the implications for investors. He also explores Trump’s tariff threats against China and how new tax changes could lead to significant consumer refunds in 2026, influencing spending and economic dynamics.