Tariffs, Taxes, and AI Energy Plans Shape Post–State of the Union Outlook
From CNBC — Feb 27th, 2026
Mark Andersen, Co-Head of Asset Allocation at UBS Global Wealth Management, and Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, argue that tariffs are likely to remain in place, income tax cuts will require congressional approval, and rising electricity demand from AI will be a key market driver.
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