Macro / Misc. Reports

March 7, 2025

(FLTR, DKNG, MGM, CZR) Sports Betting Update

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Joe Lieber

CZR (US), DKNG (US), FLTR (LSE), MGM (US)
March 3, 2025

Capitol Policy Weekly: March 3-7: State of the Union (Like) Address, Trade, Budget, Reconciliation, a Shutdown and More

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Joe Lieber
February 28, 2025

R&D Tax Credit: Companies Likely to Get a Boost

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Joe Lieber

CDNS (US), CRWD (US), EA (US), INCY (US), META (US), REGN (US), SNPS (US), WDAY (US)
February 26, 2025

(FDX, UPS, AMZN, PDD, Shein) De Minimis Rule Still in DC’s Crosshairs

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Joe Lieber
February 26, 2025

House Passes Budget Resolution: Where Do We Go from Here?

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Joe Lieber
February 24, 2025

Trade Update: Trump’s CFIUS / America First Investment Policy Memorandum

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Joe Lieber
February 24, 2025

Capital Policy Weekly: Feb 24-28: Reconciliation, Government Shutdown and Health Care

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Joe Lieber
February 21, 2025

(RCL, CCL, NCLH) Cruise Line Tax Unlikely to Become Law

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Joe Lieber

CCL (US), NCLH (US), RCL (US)
February 20, 2025

(LMT, SAIC LDOS, BAH) Sec. Hegseth’s Memo and the State of Defense Spending

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Joe Lieber

BAH (US), LDOS (US), LMT (US), SAIC (US)
February 18, 2025

Capitol Policy Weekly: Feb. 18-21: Budget Resolution, Reconciliation, Government Shutdown and Nominations

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Joe Lieber