Macro / Misc. Reports

January 6, 2025

DC Quick Takes: Reconciliation (Tax bill), Immigration (GEO, CXW) and Cabinet Hearings

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Joe Lieber
January 2, 2025

DC Quick Takes: Speaker’s Vote, the Debt Limit and Healthcare Extenders

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Joe Lieber
December 20, 2024

Government Shutdown Update and What the Divide Might Mean for the Next Congress

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Joe Lieber
December 18, 2024

Government Shutdown Unlikely; CR Likely to Pass

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Joe Lieber
December 17, 2024

[DKNG, FLUT, CZR, MGM] Sports Betting in the Crosshairs?

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Joe Lieber

CZR (US), DKNG (US), FLUT (US), MGM (US)
December 17, 2024

Trump Tariff and Trade Conference Call Takeaways

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Joe Lieber
December 12, 2024

(GEO, CXW) DC Quick Takes: Cap Gains/Dividend Taxes, Reconciliation and Ukraine

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Joe Lieber

CXW (US), GEO (US)
December 11, 2024

Trump’s Anti-Trust Team Taking Shape

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Joe Lieber

AMED (US), CI (US), CTLT (US), CVS (US), NVO (US), UNH (US)
December 5, 2024

DC Quick Takes: Slater at DOJ Antitrust, Reconciliation Two-Step, Defense Spending Headline Risk and the GOP House

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Joe Lieber
December 4, 2024

(FDX, UPS, AMZN, PDD) De Minimis Bill Likely to Pass Next Congress

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Joe Lieber

AMZN (US), FDX (US), PDD (US), UPS (US)