How the One Big Beautiful Bill Is Shaping Markets, Financial Strategy, and the Future of Policy
As the One Big Beautiful Bill (OBBBA) advances through Congress, its implications are becoming impossible to ignore. Whether you’re a high-net-worth individual, institutional investor, real estate developer, or healthcare operator, this sweeping piece of legislation will influence your world.
At Oliver Wall & Associates, we believe it’s critical to separate political noise from financial truth. Below, we explore how the OBBBA could impact key markets, sectors, and strategic decision-making for our clients.
Key Takeaways
Tax cuts are back — and they’re here to stay. The bill proposes to make permanent the 2017 TCJA provisions, including favorable treatment of pass-through income, higher estate tax thresholds, and business-friendly depreciation schedules.
Medicaid access will tighten. New work requirements and verification rules could push 8–11 million people off the rolls, creating both burden and opportunity across healthcare and insurance sectors.
Energy credits rolled back. The bill scales down or eliminates key Inflation Reduction Act incentives for renewables, signaling a sectoral shift toward traditional energy investments.
Public and private defense investment will rise. With $150B in new defense spending, there are ripple effects for logistics, aerospace, cyber, and critical infrastructure partners.
Volatility risk increases. Large projected deficits ($2.4T–$3T over 10 years) may drive instability in Treasury markets, yield curves, and credit spreads.
What Does This Mean?
For clients of Oliver Wall & Associates, we will continue monitoring the OBBBA’s movement through the Senate and provide active updates, scenario planning, and advisory insight.
Need tailored guidance? Contact your OWA relationship manager or email hello@oliverwall.us.
