Macro / Misc. Reports

February 11, 2026

(KO, PEP, KDP, MDLZ, HSY) SNAP Food Restriction Waivers: 2026 Implementation Timeline and States to Watch

•

Joe Lieber

HSY (US), KDP (US), KO (US), MDLZ (US), PEP (US)
February 9, 2026

Capitol Policy Weekly: Partial Gov. Shutdown, and the Farm Bill, the Highway Bill and Housing in the Spotlight

•

Joe Lieber
February 5, 2026

Defense Spending and Reconciliation: Why a $450 Billion Increase Remains Unlikely

•

Joe Lieber
February 2, 2026

Capitol Policy Weekly: Govt Shutdown, the Warsh Confirmation Fight, USMCA, and Defense Sector

•

Joe Lieber
January 29, 2026

Government Shutdown: ACA Subsidies, NIH and Defense Funding

•

Joe Lieber
January 26, 2026

Capitol Policy Weekly: A Shutdown Now Seems Likely, 100% Canadian Tariffs, Ukraine-Russia, the ROAD to Housing Act and Rubio Testifies

•

Joe Lieber
January 20, 2026

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

•

Joe Lieber
January 12, 2026

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

•

Joe Lieber
January 9, 2026

Defense Spending: Positive Signals, Tough Politics and Math

•

Joe Lieber
January 7, 2026

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

•

Joe Lieber