Votes & Verdicts

In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team looks at a number of key catalysts. Elliott Stein discusses Federal Reserve Governor Lisa Cook’s lawsuit challenging her termination. Nathan Dean discusses the ramifications of moving to semiannual earnings reports, and offers his views on the likelihood of a government shutdown this month. Matt Schettenhelm discusses th...

An evolving US trade policy is pushing companies to find ways to navigate a shifting landscape. Reid Whitten, partner at Sheppard Mullin and expert in international trade regulations and investigations, joins Bloomberg Intelligence litigation analyst Holly Froum to talk about President Donald Trump’s reciprocal and fentanyl tariffs, the US Supreme Court’s upcoming review of lawsuits challenging the tariffs, regulatory a...

In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team looks at a handful of key catalysts coming up. Jen Rie discusses a recent remedies ruling and next steps in the Justice Department’s antitrust case against Google over search. Holly Froum explains the Federal Circuit’s Aug. 29 ruling striking down President Donald Trump’s reciprocal and fentanyl-related tarif...

In this week’s Votes and Verdicts podcast, Bloomberg Intelligence litigation and policy team looks at some of the key catalysts coming up after Labor Day. Nathan Dean discusses the path to de-regulation in the financials sector, the possibility of a government shutdown in September, and the future of SNAP benefits in the Farm Bill. Elliott Stein discusses Federal Reserve governor Lisa Cook’s lawsuit challenging her term...

The SEC’s new regime under Paul Atkins is taking a friendlier approach to crypto, epitomized by Project Crypto, its blueprint for merging traditional and digital finance. In this week’s Votes and Verdicts podcast, Bloomberg Intelligence analysts Elliott Stein and Nathan Dean are joined by BI’s Head of Market Structure Research, Larry Tabb, to discuss the opportunities and challenges. Tabb gives a detailed explanat...

In this week’s Votes and Verdicts podcast, Bloomberg Intelligence analyst Ben Elliott discusses President Donald Trump’s social media posts concerning Fannie Mae and Freddie Mac and the complexities of executing a public offering of their shares or merging the two government-sponsored enterprises. Nathan Dean analyzed the potential impacts of Trump’s Aug. 7 executive order directing federal agencies to expand acce...

President Donald Trump’s second term is bringing heightened focus on the regulatory environment and prospects for mergers. In the week’s Votes and Verdicts podcast, Bloomberg Intelligence analysts Jennifer Rie and Justin Teresi discuss catalysts related to the emerging antitrust approaches under Trump, including M&A trends at the DOJ stemming from the settlement of a merger case on Hewlett Packard Enterprise and Jun...

A July 31 federal appeals court hearing on the legality of President Donald Trump’s so-called reciprocal and fentanyl-trafficking tariffs was among the key catalysts Bloomberg Intelligence analysts examined this week. BI’s litigation and policy team also discussed the likelihood of a government shutdown in September. Additionally, they covered the outlook for antitrust clearance of Dick’s Sporting Goods merger wit...

What does ‘tokenization’ of securities mean for the markets? How will artificial intelligence shape the future of investing and what is the future of cryptocurrency policy with Congress passing the GENIUS Act? What’s the future of the market’s relationship with the SEC under the Trump administration? Robinhood’s Chief Legal Officer Dan Gallagher discussed these topics and more when he joined BI’s...

Professor John Yoo joins Bloomberg Intelligence litigation analyst Holly Froum on this episode of the Votes and Verdicts podcast to discuss May rulings by the US Court of International Trade and Washington, DC district court striking down so-called “fentanyl trafficking” and reciprocal tariffs. Professor Yoo, who served as law clerk for Supreme Court Justice Clarence Thomas and is a senior research fellow at the Civitas...

Deregulation for the largest US banks, including Bank of America, Citigroup, Goldman Sachs and JPMorgan, are among the key 2H catalysts that BI litigation and policy analysts are watching. In this litigation and policy midyear outlook episode, the team also discusses key crypto legislation and why tech companies like Alphabet, Amazon.com, Apple and Meta will continue to face heightened antitrust enforcement. Other catalysts include...

The One Big Beautiful Bill is the key policy catalyst Bloomberg Intelligence analysts are watching this week. The bill likely hands wins to Apple, Disney, Alphabet and Boeing by locking in an offshore safe harbor and restoring foreign tax credits while shielding foreign entities from IRS scrutiny. REITs are also a big winner. First Solar, Nextracker, Array, Shoals and US solar peers are in line for a boost to domestic demand over t...

Key court rulings on June 23 and 25 in cases against Anthropic and Meta over the use of copyrighted material in large language models are among the catalysts Bloomberg Intelligence litigation and policy analysts are watching this week. The decisions are also relevant for Google, Microsoft, the New York Times, OpenAI and others. The team also discussed the outlook for antitrust enforcement of M&A under US President Donald Trump,...

Swings in US tariff policies have convulsed markets and kept trading partners on edge, and court rulings might only be adding to the uncertainty. Stanford law professor Alan Sykes joins Bloomberg Intelligence litigation analyst Holly Froum to discuss May 28-29 rulings by the US Court of International Trade and Federal District Court of Washington DC striking down tariffs imposed on China, Canada and Mexico, and reciprocal tariffs. ...

An update on the GENIUS Act stablecoin bill making its way through Congress — which is important to companies like Coinbase, Robinhood and Circle — was among the key catalysts Bloomberg Intelligence litigation and policy analysts are watching this week. The team also discussed potential bills to increase credit-card competition and cap credit-card fees, which could affect Visa, Mastercard, American Express and Discover....

The June 3 lifting of Wells Fargo’s asset cap imposed by the Federal Reserve in 2018 was among the key catalysts Bloomberg Intelligence analysts examined this week. BI’s litigation and policy team also discussed Michelle Bowman’s confirmation as Fed vice chair of supervision and what it means for deregulatory efforts for banks like JPMorgan and others. We also discussed closing arguments in the Justice Department&...

Court rulings on May 28 and 29 deeming unlawful US tariffs on China, Canada and Mexico and reciprocal tariffs — with ramifications for retailers like Nike, automakers such as Ford, tech companies including Apple, and other sectors — are among the key catalysts Bloomberg Intelligence litigation and policy analysts are watching this week. The team also discussed President Donald Trump’s social-media posts about Fann...

The passage of the Republicans’ tax-cut bill in the House and what happens next — with ramifications for multinational corporations, clean-energy companies like First Solar, and wireless carriers such as AT&T, T-Mobile and Verizon — are among the key catalysts Bloomberg Intelligence litigation and policy analysts are watching this week. The team also discussed stablecoin legislation advancing in the Senate and...

Antitrust law has been unusually busy in recent years, with several high-profile cases, including in Big Tech. Steve Berman, Co-Founder and Managing Partner of plaintiff-side firm Hagens Berman Sobol and Shapiro LLP, joins Bloomberg Intelligence analyst Justin Teresi for a discussion of antitrust developments and trends, as seen from the plaintiffs’ bar. Topics include Berman’s recent litigation around the growth of art...