Macro / Misc. Reports

June 1, 2026

Capitol Policy Weekly: Reconciliation Distraction, NDAA Tech Watch, Defense Spending and Privacy Preemption

•

Joe Lieber
May 26, 2026

(META, GOOGL, SNAP, STUB, LYV) California Ban on Kids Access to Social Media and 10% Cap on Ticket Resale Like to Advance

•

Joe Lieber

GOOGL (US), LYV (US), META (US), STUB (US)
May 20, 2026

(STUB, LYV) California Advances 10% Cap on Ticket Resale Markups

•

Joe Lieber

LYV (US), STUB (US)
May 18, 2026

Capitol Policy Weekly: Reconciliation, Highway Bill, Crypto, Housing, Gas Tax and E15 in Focus

•

Joe Lieber
May 14, 2026

(VMC, MLM, CRH, ROAD, GVA, STRL, CAT, URI) Highway Bill Outlook: Expect Extensions, but Watch the Deadline

•

Joe Lieber

CAT (US), CRH (US), GVA (US), MLM (US), ROAD (US), STRL (US), URI (US), VMC (US)
May 13, 2026

(NVDA, AMD, BA) Conference Call Takeaways: Trump/Xi Summit

•

Joe Lieber

AMD (US), BA (US), NVDA (US)
May 13, 2026

(META, GOOGL, SNAP, TikTok) AB 1709 Watch: Timeline and Outlook for California’s Youth Social Media Bill

•

Joe Lieber

GOOGL (US), META (US), SNAP (US)
May 11, 2026

Capitol Policy Weekly: Trump/Xi Summit, Reconciliation, E15, Warsh, Crypto, and Social Media Stocks in Play

•

Joe Lieber
May 4, 2026

(META) New Mexico Public Nuisance Remedies Trial Begins – Material Downside Risk and Precedent Implications

•

Joe Lieber

META (US)
May 1, 2026

(NVDA, AMD) Congress Adds China Chip Risk, But Trump Likely Wants Flexibility

•

Joe Lieber

AMD (US), NVDA (US)