Macro / Misc. Reports

July 27, 2026

Capitol Policy Weekly: Senate Runs Short on Time for CLARITY and Reconciliation as AI Debate Grows

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Joe Lieber
July 23, 2026

Defense Funding Is Likely, but Healthcare Cuts Could be Revived Post-Election

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Joe Lieber and Beth Steindecker
July 20, 2026

Capitol Policy Weekly: Government Funding, Reconciliation and China Export Controls (ASML, TOELY, NVDA, AMD)

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Joe Lieber
July 13, 2026

Policy Weekly: A Compressed July Calendar, Warsh Testimony, Crypto’s Difficult Path, Reconciliation and Defense

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Joe Lieber
July 10, 2026

Trade Policy Update: Section 301 Tariffs Likely to Replace Section 122, While USMCA Uncertainty Extends

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Joe Lieber
July 9, 2026

Online Sports Betting: State Tax Risk, New State Openings, the Prediction-Market Wild Card and Federal Regulation and Legislation

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Joe Lieber and Ben Brolin

CZR (US), DKNG (US), FLUT (US), HOOD (US), IBKR (US), MGM (US)
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