Macro / Misc. Reports

July 7, 2026

Midterm Election Preview: House Very Likely Flips, Senate Still Leans Republican

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Joe Lieber and Ben Brolin
July 1, 2026

(NVDA, AMD, ASML, TOELY, AVGO, MRVL) NDAA Tech/AI Amendments Left Out of House Floor Debate

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Joe Lieber

AMD (US), ASML (US), AVGO (US), MRVL (US), NVDA (US), TOELY (US)
July 1, 2026

(META, GOOGL, SNAP, PINS) California Softens Under-16 Social Media Bill, but Passage Odds Rise

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Joe Lieber

GOOGL (US), META (US), PINS (US), SNAP (US)
June 29, 2026

Capitol Policy Weekly: Iran Flare-Up, Reconciliation 3.0, Tech/Trade Fights, and the CLARITY Act

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Joe Lieber
June 23, 2026

(NXST, SBGI, GTN, SSP, DIS, CMCSA, PSKY, FOXA) FCC 39% TV Ownership Cap: Deregulation Is Near-Term; Litigation Risk Is Medium-Term

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Joe Lieber

CMCSA (US), DIS (US), FOXA (US), GTN (US), NXST (US), PSKY (US), SBGI (US), SSP (US)
June 22, 2026

Capitol Policy Weekly: CLARITY Clock, Iran Talks, Housing Overread, and Reconciliation Update

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Joe Lieber
June 17, 2026

(NVDA, AMD, GOOGL, META, CRWV, Anthropic, OpenAI) AI Regulation: State Patchwork, Federal Export Controls, and NDAA Chip Watch

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Joe Lieber and Ben Brolin

AMD (US), CRWV (US), GOOGL (US), META (US), NVDA (US)
June 15, 2026

Political Potpourri: Iran Deal and Potential Delays, USMCA Risks Build, and Shutdown Headlines Loom

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Joe Lieber
June 15, 2026

Capitol Policy Weekly: Compressed Calendar Threatens Reconciliation 3.0, CLARITY, and Tech Policy

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Joe Lieber
June 11, 2026

(RTX, LMT, GD, BAE, BA) Defense Spending Update

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Joe Lieber

BA (US), BAESY (US), GD (US), LMT (US), RTX (US)