September 21, 2026
Capitol Policy Weekly: Trump-Xi Summit, Trump’s UN Appearance, Iran and Permitting Reform in Focus
The week ahead will be busy despite the fact that the House has left Washington until after the midterm elections. The Senate is scheduled to remain in session through Oct. 2 but could complete its…
September 14, 2026
Capitol Policy Weekly: Crypto, AI and Russia Sanctions Before the Recess
Both the House and Senate are in session this week, but this is the last week the lower chamber is expected to be in Washington before the midterm elections. The Senate is supposed to be…
September 9, 2026
2026 Senate Elections: Democrats’ Progress
We believe control of the Senate is a toss-up, although, if forced to choose, we give Republicans a slight edge in retaining control of the upper chamber. We continue to think Democrats are very likely…
August 31, 2026
Capitol Policy Weekly: Government Funding and Legislative Outlook
The House is in session this week but will be out next week for the Labor Day district work period. The Senate will not return until the week of September 14. In addition to looking…
August 3, 2026
Capitol Policy Weekly: Govt. Funding, Kids Online Safety, Crypto, Tariff Refunds, E15, and Social-Media, Ticket-Resellers and Russian Sanctions
The Senate begins its final scheduled week before its month-long August recess with government funding, the CLARITY Act, children’s online-safety legislation, a farm bill, and Russian sanctions legislation on the agenda. We are also watching…
July 31, 2026
(DKNG, FLUT, MGM, CZR) Capitol Policy Update: New York State Escalates Prediction-Market Fight
We believe the lawsuit New York state filed today has a 60%-65% chance of producing an injunction requiring Kalshi to stop offering sports-events contracts in the state within months, while the broader fight over whether…
July 27, 2026
Capitol Policy Weekly: Senate Runs Short on Time for CLARITY and Reconciliation as AI Debate Grows
The Senate is in session for the final two weeks before its month-long August recess begins on Friday, August 7, while the House is out until September 1. The pause in U.S. and Iranian attacks…
July 20, 2026
Capitol Policy Weekly: Government Funding, Reconciliation and China Export Controls (ASML, TOELY, NVDA, AMD)
The House and Senate are in session this week, but the legislative window before the August recess is narrowing. The House is scheduled to leave at the end of the week and return August 31,…
July 13, 2026
Policy Weekly: A Compressed July Calendar, Warsh Testimony, Crypto’s Difficult Path, Reconciliation and Defense
The House and Senate return this week with a crowded legislative agenda and fewer working days than lawmakers expected. The House is scheduled to be in session for only two weeks before starting its August…
July 10, 2026
Trade Policy Update: Section 301 Tariffs Likely to Replace Section 122, While USMCA Uncertainty Extends
We are watching two trade policy issues over the next several months: Whether the administration will replace the temporary 10% Section 122 tariffs that expire on July 24 with new Section 301 tariffs. We think…