Macro / Misc. Reports

March 2, 2026

Capitol Policy Weekly: Iran Dominates, Housing Moves, Farm Bill Marks Up, Texas Votes

•

Joe Lieber
February 26, 2026

How Quickly Can Trump Raise Tariffs? A Reality Check

•

Joe Lieber
February 25, 2026

Capitol Policy Special Note: State of the Union – Political Theater Over Policy Detail

•

Joe Lieber
February 23, 2026

Capitol Policy Weekly: Special Trade and State of the Union Edition

•

Joe Lieber
February 18, 2026

(DE, AGCO, CNHI, CTVA, MOS, CF, ADM, BG) Ag Policy Tailwinds Grow, but Washington Gridlock Caps Upside

•

Joe Lieber

ADM (US), AGCO (US), BG (US), CF (US), CNHI (VI), CTVA (US), DE (US), MOS (US)
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