In this month's edition, Marta examines One Big Beautiful Bill. 

• Fiscal policy rolls on: The One Big Beautiful Bill Act has made it to the Senate.
• This isn’t the gamechanger from 2017; unlike the Tax Cuts and Jobs Act, Congress looks to extend rather than expand current tax rates.
• There are some sweeteners that could bolster corporate investment and the lower income consumer but beware the fine print: Wall Street has taken exception to Section 899.