Macro / Misc. Reports

March 16, 2026

Capitol Policy Weekly: Iran Conflict Likely, Fed Standoff Continues, SAVE Act Politics and the Government Shutdown Continues

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Joe Lieber
March 13, 2026

Trade Potpourri: Sec. 301, Court Challenge to Sec. 122 Tariffs, U.S.-China Trade and the USMCA

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Joe Lieber
March 13, 2026

Amazon (AMZN) Satellite Waiver: FCC Relief Likely Despite Carr’s Comments on Deployment Shortfall

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Joe Lieber

AMZN (US)
March 9, 2026

Capitol Policy Weekly: Iran Pressures Markets, Housing Advances, Trade Tensions Return

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Joe Lieber
March 2, 2026

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

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Joe Lieber
February 26, 2026

How Quickly Can Trump Raise Tariffs? A Reality Check

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Joe Lieber
February 25, 2026

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

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Joe Lieber
February 23, 2026

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

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Joe Lieber
February 18, 2026

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

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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

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Joe Lieber

HSY (US), KDP (US), KO (US), MDLZ (US), PEP (US)