Daniel Clifton

DC based policy analyst focused on the interaction of policy/politics with the economy/ financial markets. Seeking to chart all policy related events

[Daniel Clifton @DanCliftonStrat]

Trump's Tariff Shocker! Big Short Investor Weighs In with Dan Clifton https://t.co/82KGYFaeY8 via @YouTube

[Daniel Clifton @DanCliftonStrat]

Can the House bring about more tax cuts? https://t.co/Pe2tgo5d9i #FoxBusiness

[Squawk Box @SquawkCNBC]

"The Treasury Secretary pick is a really important one for investors, so getting it right matters," says @DanCliftonStrat as names continue to swirl around Trump's nominee. "Those are not perfect picks, but I think it's shaping up to be one that's going to be market-friendly."

https://t.co/S1PvCZbJAo

[StreetCred PR @StreetCred_PR]

.@DanCliftonStrat gives the final keynote of the day at #OrionAscent on “The 2024 Election in an Era of Shifting Monetary, Fiscal, and Geopolitical Frameworks”

👀🗳️ @orionwealthtech

[America's Pick @nims213]

CNBCFastMoney: Business on the ballot in 2024?

@DanCliftonStrat @StrategasRP shares the election’s impact on the market, as America awaits the results from the New Hampshire Primary.

[Daniel Clifton @DanCliftonStrat]

Interest costs hit 14% of tax revenue in July and the 10-year yield went from 3.9 to 4.8% in two months

[Daniel Clifton @DanCliftonStrat]

A number of Republican presidential candidates are currently or previously governors. Strategas looked at the spending records of each of the governors to see which governors increased or decreased the size of government during their gubernatorial terms. Chart below

[Daniel Clifton @DanCliftonStrat]

A bit contrarian to the current news cycle, but consumer spending on prescription drugs is at its lowest level on record, less than 0.25% of personal income. Consumer spending on prescription drugs is also at its lowest level as a % of total out-of-pocket healthcare spending.

[ETF Think Tank @ETFThinkTank]

We’re hanging out this week w/ @DanCliftonStrat @StrategasRP to chat all things policy and thematic ETFs. Don’t think alone! Join us for a fun and engaging conversation on Thurs 6/29 at 5pm ET at https://t.co/cKH40BqNLJ
@ETFProfessor @MurphyCinthia @leadlagreport @michael_venuto

[Daniel Clifton @DanCliftonStrat]

Just about every state and CBO underestimated the drop in capital gains this year. Virginia understood the risk and planned for the drop accordingly. Proper fiscal management. Virginia continues to see higher general fund revenues than projected https://t.co/TU5dNkJ3Ji

[Kelly Evans @KellyCNBC]

NEWSLETTER: The debt ceiling is just Act One.

https://t.co/1JSadWxCtw

@DanCliftonStrat @CNBC

[Daniel Clifton @DanCliftonStrat]

Federal spending is a full 5% of GDP above its historical average. Historically when federal spending exceeded its historical average, the debt ceiling (marked in yellow) was used to normalize spending. This was true in the 80's, 90's and 2011.

[Daniel Clifton @DanCliftonStrat]

This was not solely a one-time April tax collection issue. May tax revenues through the first week show further deterioration

[Daniel Clifton @DanCliftonStrat]

Not true. States that will have the most trouble are the states that permanently increased spending w/temporary federal aid & capital gains taxes. High tax states will be in far more trouble later this year compared to the income tax cutting states. Happening already per chart

[Daniel Clifton @dancliftonstr]

@Konyenimi Shawty was ready to risk it all 😈
Get full video here 🔞 👇
https://t.co/aXbLItbxzJ

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[Daniel Clifton @dancliftonstr]

@Konyenimi Shawty was ready to risk it all 😈
Get full video here 🔞 👇
https://t.co/aXbLItaZKb

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[Daniel Clifton @dancliftonstr]

@Konyenimi Shawty was ready to risk it all 😈
Get full video here 🔞 👇
https://t.co/aXbLItaZKb

https://t.co/qULXHrEZ0Y

[Daniel Clifton @dancliftonstr]

@Konyenimi Shawty was ready to risk it all 😈
Get full video here 🔞 👇
https://t.co/aXbLItaZKb

https://t.co/BF1P14PA3F

[Daniel Clifton @dancliftonstr]

@Konyenimi Found the video 👇

Shawty was ready to risk it all 😈
Get full video here 🔞 👇
https://t.co/aXbLItaZKb

[Daniel Clifton @dancliftonstr]

@xVarayy Shawty was ready to risk it all 😈
Get full video here 🔞 👇
https://t.co/aXbLItbxzJ

https://t.co/cPyb0OmTur