Sam Sutton

The private credit shakeout would be a problem anytime. But it's particularly bad timing for asset managers who are pining for regulators to greenlight their access to the 401k market. Read @declanharty on why that's a headache for the Trump admin: politico.com/news/2026/03/2…

NEWS: Senate Banking Republicans are discussing adding bank deregulatory provisions to crypto market structure legislation in exchange for the House accepting a Senate-approved housing package Highly unclear if House Rs would accept such a trade politico.com/live-updates/2…

But here’s a really important counterpoint: As @ericwallerstein notes, the U.S. is better suited to weather an oil shock compared to EU and Asia. That matters for investors, and FDI decision makers. politico.com/newsletters/mo…

Trump’s economy was softening before the Strait of Hormuz crisis. That makes it that much harder for the GOP to reverse the tide on its Econ woes. Here’s Chuck Coughlin, vet GOP strategist of @azhighground in swing state Arizona.

Got to write about baseball, sort of. subscriber.politicopro.com/article/2026/0…

‘What is he doing?’: New threats emerge for Trump’s economy as war drags on politico.com/news/2026/03/1…

MY LATEST ⁦@latimes⁩ COLUMNA: And just like that, the Cesar Chavez myth is punctured. What's next? latimes.com/california/sto…

News: Sen. Thom Tillis (R-N.C.) said today that lawmakers are “very close” to an agreement to resolve a lobbying spat between banks & crypto firms over stablecoin yield “We could be in a good final position by next week,” he said in an interview subscriber.politicopro.com/article/2026/0…

Headed to DC next week for the @POLITICOLive Economy Summit next Wednesday, where I'll be hosting a conversation with @IBM Vice Chair and Trump's former NEC Director @Gary_D_Cohn. It's going to be a great event, and you can register here: …ticos2026economysummit.splashthat.com/Register

President Trump is demanding that the Fed immediately lower borrowing costs. But the war in the Middle East has now made any interest rate cuts much less likely in 2026 — not just in the U.S. but around the world. w/ @JohannaTreeck @Geoffreytsmith politico.com/news/2026/03/1…

Iran and the elusive recovery of the housing market politico.com/newsletters/mo…

'The guy’s a piece of s - - t': SBF’s pardon push falls flat in Congress dlvr.it/TRWhD5

Spent most of my career talking down the endless stream of unjustified oil market alarm. Now I’m acutely alarmed to the point of disbelief, the oil market is still shockingly sanguine, and I feel like this guy.

AI has the potential to displace a tremendous number of white collar jobs but, in the meantime, the capex buildout presents some big opportunities to building trades unions. An important political dynamic to consider as progressives and populist Rs throw up road blocks on AI

Today's Capital Risk: Things were looking up for European markets. Then the Iran war started. Plus, a dispatch from the BlackRock summit on how organized labor is learning to love AI, and @vtg2 and @drdesrochers with the latest on tariffs politico.com/newsletters/mo…

Readers of this op-ed would be hard pressed to know that the US was the world's largest oil producer *of all time* during Biden's presidency, as well as the world's largest natural gas exporter, or that Obama signed the law to legalize oil exports.

So about that new $TRUMP memecoin luncheon… A White House official told POLITICO that the event is not locked in on the president’s schedule. April 25 is also the same day that Trump is expected to be in Washington attending the White House Correspondents’ Association dinner.

Live from Boca, it's @declanharty