JEPI - Infrastructure Underappreciated Tax Change Items To Watch - Market Strategy Weekly - April 9 2021

• Strategas policy expert Jeannette Lowe breaks down the evolving landscape on infrastructure spending and the potential for tax changes to both the corporate sector and individual investor.
• Infrastructure spending has a pretty long lag time to roll out and start affecting the economy, while tax increases are immediate.
• So for 2022, we’re likely to have a fiscal drag on the economy - both from current stimulus falling off, and from the immediate impact of tax hikes over the drawn-out impact of infrastructure.

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