Macro / Misc. Reports

January 20, 2026

Capitol Policy Weekly: Govt. Shutdown, Greenland Tariffs, Davos and Housing

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Joe Lieber
January 12, 2026

Capitol Policy Weekly: The Fed, Credit Cards, Russia Sanction, Gov. Funding, Crypto, Trade Deals, and Venezuela and Greenland

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Joe Lieber
January 9, 2026

Defense Spending: Positive Signals, Tough Politics and Math

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Joe Lieber
January 7, 2026

Tariffs on Trial: Assessing the Supreme Court’s IEEPA Decision

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Joe Lieber
January 5, 2026

Capitol Policy Weekly: The Year Ahead: Venezuela, Govt. Shutdown, Stimulus, U.S./China Trade, Crypto, ACA Subsidies, AI, Highway Bill, Housing and the Midterms

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Joe Lieber
December 18, 2025

Sports Betting: State Tax Update

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Joe Lieber

CZR (US), DKNG (US), FLUT (US), MGM (US)
December 15, 2025

Capitol Policy Weekly: ACA, Trade and Retail, Permitting Reform, AI Executive Order, NDAA, the CFTC and the Ukraine-Russia War

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Joe Lieber
December 11, 2025

FY26 and FY27 Defense Spending Update: Reconciliation 2.0 in the Cards?

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Joe Lieber
December 9, 2025

NVDA: Blackwell’s to China?

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Joe Lieber

NVDA (US)
December 8, 2025

Capitol Policy Weekly: ACA Subsidies, Farm Aid, the NDAA, Permitting Reform, Sports Betting, U.S.-India Trade Talks and Ukraine

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Joe Lieber

ADM (US), DE (US), DKNG (US), FLUT (US), MOS (US), TSCO (US)