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Cozen Currents: It's All About the Money

“Democrats are arguing that the current shutdown is a battle over healthcare, an issue they believe will be a winning one in their midterm campaigns. However, the real casus belli is a battle over the power of the purse, an...more

Cozen Currents: All Policy is Tech Policy

“Whether seeking a competitive advantage against China, addressing immigration policy, or setting defense policy, President Trump and Congress are constantly grappling with the opportunities and challenges presented by the...more

Cozen Currents: No One is to Blame

“While both parties are currently locked in political jockeying to place the blame for a potentially imminent government shutdown on the other, history shows that voters tend to not factor in such funding lapses when the time...more

Cozen Currents: The Rise of the Base

The Cozen Lens- • Democratic New York City mayoral nominee Zohran Mamdani’s political rise has implications for national politics. • Industrial policy is alive and well under President Trump, with the semiconductor...more

Cozen Currents: Trump's Fiscal and Monetary Policy Levers

“President Donald Trump’s broad approach to executive power over fiscal and monetary policy is adding to the sense of economic uncertainty among corporate executives, investors, and consumers.”...more

Cozen Currents: The Battle for the Soul of the Democratic Party

“Both President Donald Trump and the Democratic Party have plumbed their disapproval ratings recently. While the GOP’s midterm electoral fortunes are likely tied to the success of the president’s governing agenda, Democrats...more

Cozen Currents: GOP and Democrats Are Both in Your Debt (Literally)

The Cozen Lens - • The federal debt has grown dramatically in recent years, with both parties pursuing significant deficit spending, the impacts of which will likely not be fully clear for several years. • President Donald...more

Cozen Currents: Is Three a Crowd?

“Elon Musk is the richest man in the world and has repeatedly defied naysayers in accomplishing what was deemed impossible. But even for Musk, establishing a viable and sustainable third political party to rival the GOP and...more

Cozen Currents: Who Can Follow Trump?

"President Donald Trump’s legacy may ultimately depend on which faction of potential candidates his successor comes from and his willingness to weigh in on that choice.”... While only six months into President Trump’s second...more

Cozen Currents: Are Trump and MAGA One in The Same?

“Famously the author of “The Art of the Deal,” President Donald Trump considers himself more of a dealmaker than an ideologue. He sees the world as zero sum and aims to gain maximum leverage. As a result, he’s not as wedded...more

Cozen Currents: Democrats' Not So Invisible Primary

“As the Democratic Party struggles to find a coherent and effective approach to oppose President Trump and the GOP’s policy agenda, those looking to throw their hat in the ring for the party’s 2028 presidential nomination are...more

Cozen Currents: Trump the Uniter

“The GOP is divided over key policy issues, such as Medicaid cuts, support for green energy, and changes to food assistance programs. But the consistent unifying force for both the party and the MAGA movement is President...more

Cozen Currents: The Certainty and Uncertainty of Trump Walking It Back

“While the financial markets have become comfortable with dismissing the tail risks associated with the president’s boldest policy proposals, President Trump has successfully enacted ambitious policy proposals, albeit perhaps...more

Cozen Currents: The Known Unknowns of Trump 2.0

“The Trump administration’s shock and awe campaign over the president’s first months back in the Oval Office has caused a spike in uncertainty for the economy and the private sector. It is still possible though to classify...more

Cozen Currents: The Shifting State(s) of Regulation

“Republicans’ deregulatory agenda in Washington is already having ripple effects at the state level, in both red and blue ones alike, giving states a lane to step up and become de facto national regulators.”...more

Cozen Currents: The Buck Stops Here?

“The uncertainty arising out of the Trump administration’s first 100 days shock and awe campaign has led to an unexpected flight from the US dollar despite its traditional role as a safe haven asset. While the dollar’s status...more

Cozen Currents: He Said, Xi Said

“President Donald Trump often cites the great personal relationship he has forged with Chinese President Xi Jinping. But before he is able to engage in his signature ‘art of the deal,’ he needs a willing negotiating partner....more

Cozen Currents: The Art of the Tariffs

“While President Donald Trump’s love of tariffs is often attributed to his desire for leverage in negotiations, the ones he seeks to use to reshore manufacturing are inherently intended to be non-negotiable."...more

Cozen Currents: Trump's Personal Touch on Tariffs

The Cozen Lens - •President Trump relies on his worldview and instincts when it comes to tariff policy, creating a regime where winners and losers will be heavily driven by his own perceptions and preferences. •GOP...more

Cozen Currents: Trump Goes All In on Tariffs

“President Trump's reciprocal tariffs have introduced significant uncertainty into the economy. The one certainty though is that Trump loves tariffs and they will therefore likely continue to play a central role in his...more

Cozen Currents: Trump's Full Court Press

“Despite the myriad factions among congressional Republicans, President Donald Trump has for the most part imposed his will on GOP lawmakers. He is now shifting his focus to the independent judiciary.” — Howard Schweitzer,...more

Cozen Currents: Democrats Struggle Over Where to Draw the Line

"Democrats are struggling with how and when to resist President Donald Trump’s agenda. And it doesn’t help their cause that Trump is unifying the House GOP’s own notoriously fractious caucus.” — Howard Schweitzer, CEO, Cozen...more

Cozen Currents: The Method to Trump's Tariff Madness

“President Trump loves tariffs because he believes they provide him powerful negotiating leverage with foreign leaders. But he also loves them because they are his preferred mechanism for reshoring US manufacturing. While the...more

Cozen Currents: The Regulatory State(s)

“With the Trump administration’s aggressive plans for a rollback of federal regulation, blue states are already looking to fill the void, demonstrating that nature abhors a vacuum in the political realm as well.” — Howard...more

Cozen Currents: Follow the Money

“At the heart of President Trump’s effort to expansively redefine the power of the presidency is a struggle for control of the government’s purse strings, underscoring the aphorism that money is power.” — Howard Schweitzer,...more

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