Weekly Washington Policy Pulse: Dividend Restrictions, New Tariffs (July 20, 2026)

A look at the National Defense Authorization Act -- which could be voted upon by the House of Representatives this week -- led Bloomberg Intelligence's July 20 Washington Policy Pulse -- with a highlight of a Senate provision that would prohibit firms that contract with the Department of Defense from conducting stock buybacks or pay dividends. We think that the language, as written, could -- subject to liberal interpretation -- could apply to more firms than just defense contractors.

We also previewed what the US Trade Representative may do later this week as the deadline for President Donald Trump's Section 122 tariffs comes on July 24. We expect tariffs will be shifted to Section 301 tariffs, and could represent an increase for firms like Nike, Adidas, Lululemon and peers.

Finally, we discussed the House budget reconciliation efforts -- which aims to provide up to $60 billion in funds for the conflict with Iran -- and how that effort may struggle to become law.

The Bloomberg Intelligence Financial Policy weekly call is designed to provide investors an opportunity to learn about the most recent relevant policy research, information regarding forthcoming political catalysts and other on-goings within Washington DC.

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Episoder(1977)

Trump Warns Iran Amid Truce Push

Insight & analysis on the White House and Capitol Hill. Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF. President Donald Trump vowed that Iran “will pay” for killing three US so...

20 Jul 0s

Trump Accuses China of Election Meddling, Sows Doubt Ahead of Midterms

Insight & analysis on the White House and Capitol Hill.Watch Joe LIVE every day on YouTube: http://bit.ly/3vTiACF.President Trump accused China of meddling in the 2020 elections and alleged a cover up...

17 Jul 36min

Trump to Release Election Integrity 'Findings' in Primetime Address

Insight & analysis on the White House and Capitol Hill.Watch Joe LIVE every day on YouTube: http://bit.ly/3vTiACF.White House press secretary Karoline Leavitt told reporters that President Trump will ...

16 Jul 38min

Trump Vows To Escalate Attacks on Iran; GOP Releases Spending Blueprint

Insight & analysis on the White House and Capitol Hill.Watch Joe LIVE every day on YouTube: http://bit.ly/3vTiACF.The United States launched more strikes against Iran Wednesday with the President pled...

15 Jul 36min

Trump Goes Back on Hormuz Fee In Favor of US Investment

Insight & analysis on the White House and Capitol Hill.Watch Joe LIVE every day on YouTube: http://bit.ly/3vTiACF.President Trump said that he is shelving the potential 20% fee for cargo ships passing...

14 Jul 34min

Weekly Washington Policy Pulse: Graham Death, Crypto Bill Pass Odds?

A look at the fallout from Senator Lindsey Graham's unexpected death and the impact it has on reconciliation 3.0 chances, a potential for $350 billion in defense funding and the appropriations process...

13 Jul 13min

Washington Mourns Foreign Policy Hawk Senator Lindsey Graham

Insight & analysis on the White House and Capitol Hill. Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF. President Trump and lawmakers spoke out Monday in memory of South Carolin...

13 Jul 39min