Macro / Misc. Reports

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)
April 15, 2026

Reconciliation 2.0: Defense and Healthcare in Focus

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Joe Lieber and Beth Steindecker
April 13, 2026

Capitol Policy Weekly: Iran, Powell, Trade, and DHS Funding Top the Agenda as Congress Returns

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Joe Lieber
April 2, 2026

Reconciliation Update: A Focus on Defense and Health Care

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Joe Lieber and Beth Steindecker
March 23, 2026

Capitol Policy Weekly: Iran Conflict, Farm Aid and Defense Funding in Focus, DHS Shutdown Talks

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Joe Lieber
March 16, 2026

Capitol Policy Weekly: Iran Conflict Likely, Fed Standoff Continues, SAVE Act Politics and the Government Shutdown Continues

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Joe Lieber
March 13, 2026

Trade Potpourri: Sec. 301, Court Challenge to Sec. 122 Tariffs, U.S.-China Trade and the USMCA

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Joe Lieber
March 9, 2026

Capitol Policy Weekly: Iran Pressures Markets, Housing Advances, Trade Tensions Return

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Joe Lieber