Garrett Watson, Director of Policy Analysis at the Tax Foundation, breaks down the recent agreement to increase the state and local tax deduction to $40,000, highlighting its potential impact on different regions. Karen Manna, an Investment Director at Federated Hermes, shares her insights on market trends, noting a rebound in tech stocks while cautioning about fiscal uncertainties affecting bonds and the dollar. Together, they shed light on how evolving tax policies are shaping investment landscapes.