Macro / Misc. Reports

December 8, 2025

Capitol Policy Weekly: ACA Subsidies, Farm Aid, the NDAA, Permitting Reform, Sports Betting, U.S.-India Trade Talks and Ukraine

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Joe Lieber

ADM (US), DE (US), DKNG (US), FLUT (US), MOS (US), TSCO (US)
December 3, 2025

(NVDA, AMD, V, MA, WMT, TGT, HD) NDAA Update: Tech and Credit Card Amendments Unlikely to Survive

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Joe Lieber

AMD (US), HD (US), MA (US), NVDA (US), TGT (US), V (US), WMT (US)
December 1, 2025

Capitol Policy Weekly: Farm Aid, the GAIN AI Act, U.S.-Canada Trade, Russia-Ukraine and a Tennessee Special Election

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Joe Lieber

ADM (US), AMD (US), DE (US), MOS (MX), NVDA (US), TSCO (US)
November 20, 2025

(PCAR, VLVLY, DTRUY) EPA27 Truck Standards: Repeal Proposal Expected as Early as December

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Joe Lieber

DTRUY (US), PCAR (US), VLVLY (US)
November 19, 2025

DC Quick Takes: Highway Bill, Permitting Reform, Federal AI Standard, GAIN AI Act, Federal Deposit Insurance

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Joe Lieber
November 18, 2025

Defense Update: FY26 Spending, the NDAA and an Impending Defense Spending Fiscal Cliff

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Joe Lieber
November 17, 2025

Capitol Policy Weekly: Another Government Shutdown, the Epstein Files, Deposit Insurance, the CFTC, BABA and the Saudi Visit

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Joe Lieber

BABA (US), LMT (US)
November 13, 2025

(NVDA, MSFT, GOOGL, AMZN, META) AI Sector: Federal Pre-emption of State Law Unlikely for Now

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Joe Lieber
November 10, 2025

Capitol Policy Weekly: Government Shutdown, Stimulus, ACA Subsidies, Syria and Ukraine

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Joe Lieber
November 6, 2025

(NVDA) Nvidia’s Blackwell Chips and the China Trade Outlook

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Joe Lieber

NVDA (US)