Macro / Misc. Reports

June 11, 2025

Section 899 of the Reconciliation Bill Conference Call Takeaways

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Joe Lieber
June 9, 2025

Capitol Policy Weekly: June 9-June 13: Reciliation, Trade (NVDA), Stablecoins (CRCL), and Rescissions

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Joe Lieber

CRCL (US), MA (US), NVDA (US), V (US)
June 6, 2025

Trump-Musk Spat: No Immediate Fallout

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Joe Lieber
June 6, 2025

(FLTR, DKNG, MGM, CZR) Sports Gambling Update: Risks Remain

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Joe Lieber

CZR (US), DKNG (US), FLTR (LSE), MGM (US)
June 5, 2025

(CRCL) Stablecoin Legislation Update

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Joe Lieber
June 2, 2025

Capitol Policy Weekly-June 2-6: Reconciliation, Stablecoins, Trade, Russian Sanctions, FY26 Spending Kicks Off and Rescissions

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Joe Lieber
May 29, 2025

Trade Update: What’s Next after Reciprocal Tariffs?

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Joe Lieber
May 28, 2025

T-Bill Demand, Credit Card Regulation and Stablecoins

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Joe Lieber

AXP (US), BAC (US), C (US), COF (US), JPM (US), MA (US), V (US)
May 27, 2025

(KO, PEP, MNST, CELH, HSY) SNAP/Food Stamp Update: Reconciliation Cut and Soft Drinks and Candy in the Crosshairs

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Joe Lieber

CELH (US), HSY (US), KO (US), MNST (US), PEP (US)
May 23, 2025

Trade Update: EU, Apple, Japan and Sectoral Tariffs

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Joe Lieber