Macro / Misc. Reports

October 6, 2025

(DE, ADM, MOS, TSCO) The Farm Complex: Washington to the Rescue

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Joe Lieber

ADM (US), DE (US), MOS (US), TSCO (US)
October 6, 2025

Capitol Policy Weekly: Government Shutdown, Farmer Aid and Drug Pricing

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Joe Lieber

ADM (US), DE (US), LLY (US), PFE (US), TSCO (US)
September 29, 2025

Capitol Policy Weekly: A Government Shutdown, Liquidity, Trade and the NDAA

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Joe Lieber
September 22, 2025

DC Quick Takes: Govt. Shutdown, NDAA, Durbin 2.0 (V, MA), Interest on Fed Reserves (JPM, C, BAC, WFC), and GAIN AI Act (NVDA, AMD)

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Joe Lieber
September 18, 2025

Odds and Impacts of a Government Shutdown

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Joe Lieber
September 15, 2025

Capitol Policy Weekly: Government Shutdown/Funding, NDAA, Healthcare, and the HIRE Act

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Joe Lieber
September 10, 2025

Trade Potpourri: IEEPA, GOOG and the EU, China and India and the GAIN AI Act (NVDA, AMD)

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Joe Lieber

AMD (US), GOOG (US), NVDA (US)
September 8, 2025

Capitol Policy Weekly: Government Funding, the Fed and Crypto

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Joe Lieber
September 5, 2025

IEEPA Trade and Tariff Conference Call Takeaways

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Joe Lieber
September 2, 2025

Capitol Policy Weekly: Trade, Defense, Govt. Spending and Nominations

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Joe Lieber