Capitol Signals
An email from Henrietta Treyz providing subscribers with weekly and ad hoc commentary on U.S. policy and political developments and their potential impact on global markets.
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Henrietta Treyz
Co-Founder, Director of Economic Policy
Veda Partners
Henrietta has been providing investors with economic policy analysis for over 15 years, leading the Veda policy team through trade wars, global pandemic, recession, financial services reform, healthcare reform, and various trade policies of multiple administrations impacting the global marketplace and investment community.
Henrietta’s analysis is derived from legislative, regulatory, and political events nationally and at the state level on issues as diverse as tariffs, fiscal stimulus, tax legislation (corporate and individual), the debt ceiling, and other economic and fiscal priorities of Washington, D.C. Henrietta’s longstanding relationships with Administration, Agency, Senate and House members and staff run the ideological gamut and her approach to making directional calls for investors hinges on understanding the motives and voting tendencies of all manner of public officials. Veda is pleased to provide regular calls and meetings with federal officials, staff and more throughout the year which offers a mutually beneficial exchange of ideas and views for all involved.
Henrietta led the macroeconomic policy team at a DC-based broker-dealer for eight years after serving in the U.S. Senate covering the Senate Finance, Banking, and Budget Committees most critically during the Great Recession. Her time in the Senate revolved around the creation and passage of the Troubled Asset Relief Program, the American Reinvestment and Recovery Act, and the automotive industry crisis of 2008-10. Prior to serving in the U.S. Senate, Henrietta covered tax, financial services, and deficit issues for the U.S. Chamber of Commerce and served as a research fellow to Congressman Joe Crowley (D-NY). Before moving to Washington, Henrietta spent several years as a Research Associate at Zweig-DiMenna, LLC a long-standing hedge fund in New York.
Henrietta has covered mid-term and general elections for investors in each general and midterm election since 2010. She holds a BA in political science and literature from Fordham University and has been the Louisiana Chapter Leader of Everytown affiliate, Mom's Demand Action for Gun Sense in America, and works closely with Mayors Against Illegal Guns. She currently resides in New Orleans, Louisiana, and is a frequent contributor to Bloomberg, The New York Times, NBC, and other news outlets.
This article was written by Henrietta Treyz of Veda Partners. Any commentary provided by Henrietta Treyz is for general informational purposes only and should not be interpreted as an endorsement of the article or its conclusions by of AGF, its subsidiaries or any of its affiliated companies, funds or investment strategies.
The views expressed are those of the author and do not necessarily represent the opinions of AGF, its subsidiaries or any of its affiliated companies, funds or investment strategies.
The views expressed are provided as a general source of information based on information available as of the date of publication and should not be considered as personal investment advice or an offer or solicitation to buy and/or sell securities. Speculation or stated beliefs about future events, such as market or economic conditions, company or security performance, or other projections represent the beliefs of the author and do not necessarily represent the view of AGF, its subsidiaries or any of its affiliated companies, funds or investment strategies. Every effort has been made to ensure accuracy in these commentaries at the time of publication; however, accuracy cannot be guaranteed. Market conditions may change and AGF accepts no responsibility for individual investment decisions arising from the use of or reliance on the information contained herein. Any financial projections are based on the opinions of the author and should not be considered as a forecast. The forward looking statements and opinions may be affected by changing economic circumstances and are subject to a number of uncertainties that may cause actual results to differ materially from those contemplated in the forward looking statements. The information contained in this commentary is designed to provide you with general information related to the political and economic environment in the United States. It is not intended to be comprehensive investment advice applicable to the circumstances of the individual.
No part of Henrietta Treyz’ compensation was, is or will be directly, or indirectly, related to the specific recommendations or views contained in this article.
Veda Partners is an independent research company and is not a registered investment advisor and is not acting as a broker dealer under any U.S. federal or state securities laws. Veda Partners is a member of IRC Securities’ Research Prime Services Platform. All personnel of Veda Partners (i.e. Research Analysts and Sales People) are registered representatives of IRC Securities, a FINRA member firm registered as a broker-dealer with the Securities and Exchange Commission and certain state securities regulators. As registered representatives and independent contractors of IRC Securities, such personnel may receive commissions paid to or shared with IRC Securities for transactions placed by Veda Partners’ clients directly with IRC Securities or with securities firms that may share commissions with IRC Securities in accordance with applicable SEC and FINRA requirements. As registered representatives of IRC Securities, our analysts must follow IRC Securities’ Written Supervisory Procedures. Notable compliance policies include (1) prohibition of insider trading or the facilitation thereof, (2) maintaining client confidentiality, (3) archival of electronic communications, and (4) appropriate use of electronic communications, amongst other compliance related policies.
Veda Partners is a wholly-owned subsidiary of Veda Holdings LLC.
AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments LLC (AGFUS) and AGF International Advisors Company Limited (AGFIA). AGFI is registered as a portfolio manager across Canadian securities commissions. AGFUS is a registered investment advisor with the U.S. Securities Exchange Commission. AGFIA is regulated by the Central Bank of Ireland and registered with the Australian Securities & Investments Commission. The term AGF Investments may refer to one or more of these subsidiaries or to all of them jointly. This term is used for convenience and does not precisely describe any of the separate companies, each of which manages its own affairs.
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