Macro / Misc. Reports

July 31, 2025

Trade and Tariff Conference Call Takeaways

•

Joe Lieber
July 29, 2025

Defense Update: FY26 Funding and Upcoming Events

•

Joe Lieber
July 28, 2025

Capitol Policy Weekly: Trade, Govt Spending, Gambling, and AVs

•

Joe Lieber

AUR (US), BA (US), FDX (US), GH (US), GOOG (US), LYV (US), TSLA (US)
July 24, 2025

Trade and Tariff Update with Aug. 1 Nearing

•

Joe Lieber
July 22, 2025

(LVY) Live Nation/Ticketmaster: Breakup Still in the Cards

•

Joe Lieber

LYV (US)
July 21, 2025

Capitol Policy Weekly: Trade, Appropriations, Epstein and a Crypto Recap

•

Joe Lieber
July 17, 2025

(UBER, LYFT) State Unionization Update

•

Joe Lieber

DASH (US), LYFT (US), UBER (US)
July 15, 2025

DC Quick Takes: Russian Sanctions; Trade; the Fed; and T-Bill Demand

•

Joe Lieber
July 14, 2025

Capitol Policy Weekly: Trade, the Fed, Russia, Crypto Week and Rescissions—A Busy Week in Washington

•

Joe Lieber
July 10, 2025

(PLNT, ADBE, ADT, CMCSA) FTC’s Click-to-Cancel Vacated: States Step In

•

Joe Lieber

ADBE (US), ADT (US), CMCSA (US), PLNT (US)