September 10, 2025
Trade Potpourri: IEEPA, GOOG and the EU, China and India and the GAIN AI Act (NVDA, AMD)
Below our are thoughts on the following recent trade issue developments: The U.S. Supreme Court decision to hear the Trump administration’s appeal of a lower court ruling invalidating the president’s reciprocal and fentanyl tariffs under…
July 8, 2025
Trade and Tariff Conference Call Takeaway
We provide our takeaways from a trade and tariff conference call we hosted last week considering tomorrow’s expiration of President Trump’s 90-day pause on reciprocal tariffs, though the effective rates have been pushed to August…
June 9, 2025
Capitol Policy Weekly: June 9-June 13: Reciliation, Trade (NVDA), Stablecoins (CRCL), and Rescissions
The big news we expect out of Washington this week, with Congress in session, includes: A release by the Senate Finance Committee of its tax, Medicaid, and perhaps Medicare mark for the reconciliation bill….