TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
The New Budget Is Here! The New Budget Is Here!
25 minutes Posted Apr 7, 2026 at 2:00 pm.
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Recorded on 04/06/26
In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by retired Major General Arnold Punaro to discuss the new Fiscal Year 2027 Federal Budget and Department of War $1.5 trillion budget request. They discuss the outlook for passage, plus a pending Operation Epic Fury war supplemental, as well as major components of the budget and surprises.