Macro / Misc. Reports

May 14, 2026

(VMC, MLM, CRH, ROAD, GVA, STRL, CAT, URI) Highway Bill Outlook: Expect Extensions, but Watch the Deadline

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Joe Lieber

CAT (US), CRH (US), GVA (US), MLM (US), ROAD (US), STRL (US), URI (US), VMC (US)
May 13, 2026

(NVDA, AMD, BA) Conference Call Takeaways: Trump/Xi Summit

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Joe Lieber

AMD (US), BA (US), NVDA (US)
May 13, 2026

(META, GOOGL, SNAP, TikTok) AB 1709 Watch: Timeline and Outlook for California’s Youth Social Media Bill

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Joe Lieber

GOOGL (US), META (US), SNAP (US)
May 11, 2026

Capitol Policy Weekly: Trump/Xi Summit, Reconciliation, E15, Warsh, Crypto, and Social Media Stocks in Play

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Joe Lieber
May 4, 2026

(META) New Mexico Public Nuisance Remedies Trial Begins – Material Downside Risk and Precedent Implications

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Joe Lieber

META (US)
May 1, 2026

(NVDA, AMD) Congress Adds China Chip Risk, But Trump Likely Wants Flexibility

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Joe Lieber

AMD (US), NVDA (US)
April 29, 2026

Disney (DIS)/FCC: License Loss Extremely Unlikely

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Joe Lieber

DIS (US)
April 28, 2026

(HOOD, BULL, IBKR, CME, COIN, DKNG, FLUT) Prediction Markets: Narrow NDAA Restrictions Are Now the Base Case

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Joe Lieber

BULL (US), CME (US), COIN (US), DKNG (US), FLUT (US), HOOD (US), IBKR (US)
April 27, 2026

Washington Policy Weekly: Reconciliation, California Social Media Ban, Fed Transition, Iran, and Redistricting in Play

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Joe Lieber
April 20, 2026

Capitol Policy Weekly: Reconciliation, Warsh, Export Controls, California Social Media in Focus

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Joe Lieber

ASML (US), GOOGL (US), META (US), SNAP (US), TOELY (US)