Macro / Misc. Reports

December 12, 2024

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

•

Joe Lieber

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

Trump’s Anti-Trust Team Taking Shape

•

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

•

Joe Lieber
December 4, 2024

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

•

Joe Lieber

AMZN (US), FDX (US), PDD (US), UPS (US)
December 2, 2024

Lame Duck Session Update

•

Joe Lieber
November 26, 2024

Trade Update: Expect the Unexpected

•

Joe Lieber
November 22, 2024

Potential SNAP/Food Stamp Changes Under Trump

•

Joe Lieber

DG (US), TGT (US), WMT (US)
November 19, 2024

DC Quick Takes: Govt. Funding, Credit Card Swipe Fees, SNAP Program, DOGE and Crypto Legislation

•

Joe Lieber
November 15, 2024

Trump Appointees: Our Take

•

Joe Lieber
November 15, 2024

(DKNG, CZR, FLUT, MGM, PENN) Texas Sports Gaming Update

•

Joe Lieber

DKNG (US), MGM (US), PENN (US)