Macro / Misc. Reports

February 21, 2025

(RCL, CCL, NCLH) Cruise Line Tax Unlikely to Become Law

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Joe Lieber

CCL (US), NCLH (US), RCL (US)
February 20, 2025

(LMT, SAIC LDOS, BAH) Sec. Hegseth’s Memo and the State of Defense Spending

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Joe Lieber

BAH (US), LDOS (US), LMT (US), SAIC (US)
February 18, 2025

Capitol Policy Weekly: Feb. 18-21: Budget Resolution, Reconciliation, Government Shutdown and Nominations

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Joe Lieber
February 13, 2025

(WMT, KR, ACI, DG, KHC, PEP, CAG) SNAP / Food Stamp in the Crosshairs

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Joe Lieber

CAG (US), KHC (US), KR (US), PEP (US), WMT (US)
February 12, 2025

DC Quick Takes: Reconciliation, Defense Spending, Trade, Medicaid, a Government Shutdown, Fed Independence and Nominations

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Joe Lieber
February 10, 2025

Capitol Policy Weekly: Feb. 10-14—Tariffs, Reconciliation and Nominations

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Joe Lieber
February 5, 2025

Two Reconciliation Bills Gaining Traction: Defense, Immigration and Energy First; Tax Cuts Second

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Joe Lieber
February 4, 2025

(DKNG, FLUT, CZR, MGM) Ohio Sports Betting Tax a Tossup

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Joe Lieber
February 2, 2025

Capitol Policy Weekly: Feb. 3-7—Tariffs, Government Funding, Reconciliation and Nominations

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Joe Lieber
January 30, 2025

Tariffs: Mexico and Canada Still on the Block

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Joe Lieber