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Amongst the Republican party you’ve got roughly 80 percent approval for the President’s trade agenda... and that’s what’s driving them
— Henrietta Treyz on Bloomberg Surveillance Podcast
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Imagine what the 2020 election would be about without the trade war, or threats to tariff Mexico over immigration policy. The incumbent president stands to win a reelection with the two issues raging into 2020 — even with some modest economic hit — and may not otherwise.
— Henrietta Treyz in MarketWatch
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Henrietta Treyz, Veda Partners Director of Economic Policy, recommends stacking up on avocados, in case the U.S. increases tariffs on Mexico.
— Bloomberg Surveillance Podcast
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My concern is that the Chinese have been working on how they are going to retaliate to our uptick in tariffs more than they’ve been working on how to correct the 150 pages worth of adjustments that they want to see in the deal that Lighthizer has written up
— Henrietta Treyz, Bloomberg Surveillance Podcast
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But Spencer Perlman, managing partner and director of health care research at Veda Partners in Bethesda, Md., said Medicare for All would prohibit private entities from duplicating government programs... “It would legislate out of existence” private insurers, he said.
— Spencer Perlman, Hartford Courant
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Veda Partners health care policy analyst Spencer Perlman called the DOJ’s about face “a stunning and politically tone-deaf move.” The most likely scenario is that the law stays as it is, with a 5 percent chance that it’s struck down, according to Perlman.
— Spencer Perlman, Bloomberg
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The hearing will absolutely be a free-for-all with a robust discussion of capitalism vs. socialism
— Henrietta Treyz, MarketWatch
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If you come at China understanding that they view the 2018 elections as a referendum against President Trump...you get the sense that not just china but also Japan and the European Union are just stalling for time
— Henrietta Treyz, Bloomberg
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Lighthizer offers a far more grounded prognosis of the likelihood of success than President Trump and others in the administration recently have,” said Henrietta Treyz, director of economic policy at the investment advisory firm Veda Partners. “Without fail, Lighthizer makes sure to acknowledge that failure and success are both options with China.”
— Henrietta Treyz, New York Times
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The street very much wants to see the tariffs come off...but folks in DC trade circles and those familiar with the talks indicate that at best we probably see a small piece of the tariffs will come off, not nearly the overarching basket that the street is looking for.
— Henrietta Treyz, Bloomberg

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According to Sources Podcast

Henrietta Treyz discusses China & Trade on According to Sources

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Trade is likely to occupy “a substantial portion” of the speech, as legislative action from Congress during the next two years is unlikely, so Trump needs to prioritize “areas where he can enact change unilaterally,” Veda Partners director of economic policy research Henrietta Treyz says. She expects Trump to “leave the door open for further tariffs ... but message that progress is being made.”
— Felice Maranz, Bloomberg
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Henrietta Treyz, director of economic policy research at the investment advisory firm Veda Partners, spent her weekend studying the 1935 Banking Act to determine whether Mr. Trump could unseat Mr. Powell as chairman but keep him on the Fed board without violating the law. She has yet to determine whether that could pass legal muster.
— Alan Rappeport, New York Times
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We do not have evidence to suggest that China is preparing to capitulate in such a manner and do not see an end to the tariffs in the near term.
— Henrietta Treyz
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They are trying to thread the needle on all three of those [trading] issues so it’s definitely an uphill battle
— Henrietta Treyz
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Trade talks are occurring outside of any [traditional] economic conversation...the metric is GDP growth, wages, unemployment, and until those things start to shift, you’re not going to see any efforts from the republican caucus in any earnest way to reign this in.
— Henrietta Treyz

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Companies have money overseas, “but there is tremendous uncertainty in the market, painfully slow economic growth and I believe corporations want certainty on a far more global scale than anything capital expensing can provide them
— Henrietta Treyz
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My expectation for investors is that we’ll keep this to a top of about 22 and a half if it even rises above 20 percent.
— Henrietta Treyz
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The most intriguing component is that investors are perfectly fine with the more deliberate approach to reducing the corporate tax rate to 20 percent
— Henrietta Treyz
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This was purposely opaque,” said Henrietta Treyz, director of economic policy and a managing partner at Veda Partners. “They are under strong pressure from multinationals to make sure that they don’t get hit hard.
— Henrietta Treyz
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I see them putting these ideas out as though they’re making progress, but they are the same regurgitated ideas we’ve been talking about for 20 years that have never gotten past the white-paper stage.
— Henrietta Treyz
The goal for the Republicans will be to come
back with a clean slate on October 1st.
— Henrietta Treyz
At the end of the day it’s going to be a productive relationship
— Henrietta Treyz
 
GOP plan to shift significant costs onto the states
— Spencer Perlman
The doors are open for financial services and insurers to negotiate with policy makers in the House to ease into this, as they know that removing the net interest deduction is particularly onerous,”
— Henrietta Treyz
Trump came within ‘striking distance’ of endorsing BAT
— Henrietta Treyz
By referencing foreign taxes on American exports, Trump “came within striking distance of supporting” Ryan’s plan for border adjustments
— Henrietta Treyz