Macro / Misc. Reports

May 2, 2025

Trump Budget: Broad Funding Levels Dead on Arrival Despite GOP Trifecta

•

Joe Lieber
April 30, 2025

DC Quick Takes: Reconciliation / Tax Bill Update, Trade, Rescissions, CFPB and Stablecoin Legislation

•

Joe Lieber
April 28, 2025

Capitol Policy Weekly—April 28 through May 2: Reconciliation, EVs, the Debt Limit and More

•

Joe Lieber
April 25, 2025

Risks to IRA Green Energy Tax Breaks

•

Joe Lieber
April 23, 2025

(RCL, CCL, NCLH) Cruise Line Tax Update

•

Joe Lieber

CCL (US), NCLH (US), RCL (US)
April 21, 2025

DC Quick Takes: Reconciliation/Tax Cuts, Medicaid, Defense Spending, Immigration, SNAP Cuts, President’s Budget and Trade

•

Joe Lieber
April 17, 2025

Trade and Tariff Conference Call Takeaways

•

Joe Lieber
April 11, 2025

DC Quick Takes: Trade, Reconciliation/Taxes and Elections

•

Joe Lieber
April 9, 2025

Trade and Tariff Update and Conference Call Takeaways

•

Joe Lieber
April 8, 2025

Defense Spending Update: Trump Call for ~$1 Trillion for FY26

•

Joe Lieber