Macro / Misc. Reports

May 29, 2025

Trade Update: What’s Next after Reciprocal Tariffs?

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Joe Lieber
May 28, 2025

T-Bill Demand, Credit Card Regulation and Stablecoins

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Joe Lieber

AXP (US), BAC (US), C (US), COF (US), JPM (US), MA (US), V (US)
May 27, 2025

(KO, PEP, MNST, CELH, HSY) SNAP/Food Stamp Update: Reconciliation Cut and Soft Drinks and Candy in the Crosshairs

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Joe Lieber

CELH (US), HSY (US), KO (US), MNST (US), PEP (US)
May 23, 2025

Trade Update: EU, Apple, Japan and Sectoral Tariffs

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Joe Lieber
May 22, 2025

Reconciliation Update: Where do We go from Here?

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Joe Lieber
May 19, 2025

Capitol Policy Weekly –May 19-23: Reconciliation, U.S. Debt Downgrade, and Trade

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Joe Lieber
May 15, 2025

IRA Green Energy Tax Provisions: House Mark Likely Worst-Case Scenario

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Joe Lieber
May 13, 2025

Reconciliation Bill Moving Forward: House Business Tax Provisions

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Joe Lieber
May 13, 2025

Trade Update: Reciprocal Tariffs in the Courts

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Joe Lieber
May 12, 2025

Capitol Policy Weekly—May 12 through May 16: Reconciliation, Medicare MFN, and Trade

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Joe Lieber