Macro / Misc. Reports

July 9, 2025

(FLTR, DKNG, MGM, CZR, LVS, WYNN) Expect 100% Gambling Deduction to be Restored

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Joe Lieber

CZR (US), DKNG (US), FLTR (LSE), LVS (US), MGM (US), WYNN (US)
July 8, 2025

(ACB, CGC, CRLBF, CRON, TLRY) Cannabis Update: Despite Positive Comments, SAFER Banking Act Still Unlikely

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Joe Lieber

ACB (US), CGC (US), CRLBF (US), CRON (US), TLRY (US)
July 8, 2025

Trade and Tariff Conference Call Takeaway

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Joe Lieber

AMD (US), NVDA (US)
July 7, 2025

Reconciliation Bill: Final Tax Provisions

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Joe Lieber
July 7, 2025

Capitol Policy Partners: Trade and Crypto on Tap; A Second Reconciliation Bill?

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Joe Lieber
June 30, 2025

Capitol Policy Weekly: Reconciliation to Cross the Finish Line, Stablecoins, and App Legislation

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Joe Lieber
June 24, 2025

Reconciliation Update: It’s Now about Timing 

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Joe Lieber
June 23, 2025

Capitol Policy Weekly: June 23-27: Iran, NATO Summit/Defense Spending, Reconciliation and Stablecoins

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Joe Lieber
June 16, 2025

(FLTR, DKNG, MGM, CZR) Sports Gambling Update: Risks Remain

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Joe Lieber

CZR (US), DKNG (US), FLTR (LSE), MGM (US)
June 16, 2025

Capitol Policy Weekly: June 16-20: Reconcilation, the G-7 and Stablecoins

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Joe Lieber