December 8, 2025
Capitol Policy Weekly: ACA Subsidies, Farm Aid, the NDAA, Permitting Reform, Sports Betting, U.S.-India Trade Talks and Ukraine
The House and Senate are in session for the next two weeks before taking off for the rest of the year. As for this week, we see the following items that could be important to…
December 1, 2025
Capitol Policy Weekly: Farm Aid, the GAIN AI Act, U.S.-Canada Trade, Russia-Ukraine and a Tennessee Special Election
Congress returns to Washington this week, with little on the formal legislative agenda likely to move markets. Still, investors should keep an eye on the following developments: A potential Trump administration farm aid announcement. Progress…
October 22, 2025
(DE, ADM, MOS, TSCO) The Farm Complex: We’re from Washington and We’re Here to Help
We continue to see a few positive developments for the farm complex and Secretary of Agriculture Brooke Rollins’ comments late yesterday that the administration was going to provide $3 billion in aid to farmers from…
October 6, 2025
(DE, ADM, MOS, TSCO) The Farm Complex: Washington to the Rescue
We see four policy-related events that should be positive to the farm complex, including companies like Deere (DE), Archer Daniels Midland (ADM), Mosaic (MOS) and Tractor Supply (TSCO). Those events include: An event by the…
October 6, 2025
Capitol Policy Weekly: Government Shutdown, Farmer Aid and Drug Pricing
While the government shutdown is the top issue in Washington this week, we could also expect: 1) positive news out of the White House on aid for farmers, which is likely positive for the farm…