Macro / Misc. Reports

November 6, 2025

(NVDA) Nvidia’s Blackwell Chips and the China Trade Outlook

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Joe Lieber

NVDA (US)
November 4, 2025

IEEPA at the Supreme Court: The Stakes for Trump’s Tariff Strategy

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Joe Lieber
November 3, 2025

Capitol Policy Weekly: Govt. Shutdown Ending in Sight?; Elections; and IEEPA and the Supreme Court

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Joe Lieber
October 29, 2025

Trade and Tariff Conference Call Takeaways

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Joe Lieber

BA (US), BROS (US), NVDA (US), SBUX (US)
October 27, 2025

Capitol Policy Weekly: Trade, the Fed and the Continuing Government Shutdown

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Joe Lieber
October 22, 2025

(DE, ADM, MOS, TSCO) The Farm Complex: We’re from Washington and We’re Here to Help

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Joe Lieber

ADM (US), DE (US), MOS (US), TSCO (US)
October 20, 2025

Capitol Policy Weekly: Government Shutdown, Russia-Ukraine and Trade

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Joe Lieber
October 15, 2025

Trade Update: China, Asia, and Spain in the Spotlight

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Joe Lieber
October 13, 2025

Capitol Policy Weekly: Government Shutdown and China Trade

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Joe Lieber
October 9, 2025

DC Quick Takes: Govt. Shutdown, Farmer Aid and Stimulus, Redistricting

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Joe Lieber