Macro / Misc. Reports

August 8, 2025

Stephen Miran Can Be Confirmed before the Next Fed Meeting

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Joe Lieber
August 7, 2025

House 2026 Election Preview

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Joe Lieber and Dylan Tish
August 5, 2025

Trade and Tariff Update: Unpacking Trump’s Comments

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Joe Lieber
July 31, 2025

Trade and Tariff Conference Call Takeaways

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Joe Lieber
July 29, 2025

Defense Update: FY26 Funding and Upcoming Events

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Joe Lieber
July 28, 2025

Capitol Policy Weekly: Trade, Govt Spending, Gambling, and AVs

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Joe Lieber

AUR (US), BA (US), FDX (US), GH (US), GOOG (US), LYV (US), TSLA (US)
July 22, 2025

(LVY) Live Nation/Ticketmaster: Breakup Still in the Cards

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Joe Lieber

LYV (US)
July 21, 2025

Capitol Policy Weekly: Trade, Appropriations, Epstein and a Crypto Recap

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Joe Lieber
July 17, 2025

(UBER, LYFT) State Unionization Update

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Joe Lieber

DASH (US), LYFT (US), UBER (US)
July 15, 2025

DC Quick Takes: Russian Sanctions; Trade; the Fed; and T-Bill Demand

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Joe Lieber