February 5, 2025

Macro update (reconciliation (tax/spending, border/defense, health care))

Recent/upcoming developments… House Republican leaders are struggling to take...
View more
February 5, 2025

Macro Update (Tariffs)

Recent/upcoming developments… The Trump administration’s tariff policy remains...
View more
February 4, 2025

Merger Arb Update (Omnicom/Interpublic)

Recent/upcoming developments… The merger’s 30-day HSR waiting period is set to...
View more
February 4, 2025

Merger Arb Update (HPE/Juniper)

Upcoming/recent developments… The DOJ filed a lawsuit last week seeking to enjoin...
View more
January 31, 2025

TMT update (TikTok)

Recent/upcoming developments… President Trump has made repeated comments this week...
View more
January 31, 2025

TMT update (AI/semiconductor export controls/tariffs)

Recent/upcoming developments… In reaction to the Chinese app DeepSeek showing...
View more