Macro / Misc. Reports

July 10, 2026

Trade Policy Update: Section 301 Tariffs Likely to Replace Section 122, While USMCA Uncertainty Extends

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Joe Lieber
July 9, 2026

Online Sports Betting: State Tax Risk, New State Openings, the Prediction-Market Wild Card and Federal Regulation and Legislation

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Joe Lieber and Ben Brolin

CZR (US), DKNG (US), FLUT (US), HOOD (US), IBKR (US), MGM (US)
July 7, 2026

Midterm Election Preview: House Very Likely Flips, Senate Still Leans Republican

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Joe Lieber and Ben Brolin
June 29, 2026

Capitol Policy Weekly: Iran Flare-Up, Reconciliation 3.0, Tech/Trade Fights, and the CLARITY Act

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Joe Lieber
June 22, 2026

Capitol Policy Weekly: CLARITY Clock, Iran Talks, Housing Overread, and Reconciliation Update

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Joe Lieber
June 15, 2026

Political Potpourri: Iran Deal and Potential Delays, USMCA Risks Build, and Shutdown Headlines Loom

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Joe Lieber
June 15, 2026

Capitol Policy Weekly: Compressed Calendar Threatens Reconciliation 3.0, CLARITY, and Tech Policy

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Joe Lieber
June 11, 2026

(RTX, LMT, GD, BAE, BA) Defense Spending Update

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Joe Lieber

BA (US), BAESY (US), GD (US), LMT (US), RTX (US)
June 10, 2026

Trump and the USMCA

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Joe Lieber
June 8, 2026

Capitol Policy Weekly: Reconciliation 3.0, Crypto Tax, Defense Right-to-Repair, and NextNav

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Joe Lieber