Independent research firm distilling and forecasting political developments for the capital markets. For all inquiries, please contact [email protected]
Washington, DC
Joined November 2011
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Capital Alpha Partners retweeted
"The cost to the federal bank regulators – the Fed, FDIC and OCC – will go beyond the dollar figures," @iankatz writes of the First Republic takeover.
- JPM is getting even bigger
- Flaws with bank resolution process are clear
- Years of regulatory planning "out the window"
Capital Alpha Partners retweeted
“There may be another growth spurt coming after this. That doesn’t even include the Europeans, who are definitely going to see a big increase,” said Byron Callan of Capital Alpha Partners, a research firm. defensenews.com/top-100-2022
Capital Alpha Partners retweeted
"We think there is a realistic possibility, if not better than even odds, that the Commerce Department will apply anti-circumvention penalties to crystalline solar photovoltaic (CSPV) cells and modules imported from Southeast Asia." @capitalalpha
Capital Alpha Partners retweeted
Rob Smith of @capitalalpha shares that Congress are like a Golden Retriever waiting for someone to toss a tennis ball room before doing anything. #ImpactAction21 #PandemicPreparedness
Capital Alpha Partners retweeted
The Biden administration called for a law that requires banks to report aggregate information to the IRS on inflows and outflows to accounts. @iankatz, a bank policy analyst at @capitalalpha, offers his views on who is likely to win this political battle. bddy.me/3jEeCEK
Capital Alpha Partners retweeted
"The debt limit is different this time. It is not just shadow play – in fact, it is dangerous and there is a real chance of a U.S. government default, largely because the shadow play has gotten out of hand. " @capitalalpha
Capital Alpha Partners retweeted
Who will be the next FDA commissioner?
The choice seemed to be between @DrWoodcockFDA & @drJoshS.
Capital Alpha Partners suggests neither may get the job - and that @DavidAKesslerMD and @llborio may be in the running:
Capital Alpha Partners retweeted
"As a result, Democrats may feel increased confidence in offering an aggressive #cleanenergy & infrastructure package as part of a bigger 'economic recovery plan' toward the end of the yr"- James Lucier (@capitalalpha) on COVID relief passing w/ full $1.9T axios.com/newsletters/axios-…
Capital Alpha Partners retweeted
We spoke with @iankatz on the GMF:
"I doubt that the #SEC would actually ban payment for order flow … they will force firms to disclose more"
On a #Bitcoin #ETF : "under [Gary] Gensler it went from almost no chance to almost 50-50."
Transcript: refini.tv/38oKubd
Capital Alpha Partners retweeted
Interesting... @capitalalpha predicts #COBRA subsidies in the $1.9 trillion stimulus won't survive Byrd.
"the notification, enrollment procedures, etc. could make it run afoul of budget rules."
Details of the provision: businessinsider.com/coronavi…
Capital Alpha Partners retweeted
Listen to the latest episode of Banking with Interest. @robblackwellAB and @iankatz, a bank policy analyst at @capitalalpha Partners, discuss the big questions banks have about a new administration, the OCC, Congress, and much more. bddy.me/3nYSzZ4
Capital Alpha Partners retweeted
Great quote from @iankatz on why @revolvingdoorDC calls for strict limits on post-government employment.
We need regulators who have no interest in ever working in the financial industry after government service (unlike Geithner, Mary Jo White, etc):
bloomberg.com/news/articles/…
Capital Alpha Partners retweeted
The anticipation is over for investors now that @JoeBiden has selected @KamalaHarris as his running mate.
What can Wall St. expect from this ticket if they're elected in November? Brian Gardner of @KBWfinthink & James Lucier of @capitalalpha discuss on @CNBC
Capital Alpha Partners retweeted
"There is more COVID money coming, but probably not until September." @capitalalpha
Capital Alpha Partners retweeted
Powell "put Congress on notice that if it doesn’t ramp up fiscal stimulus, it could have an economic catastrophe on its hands," says @iankatz from @CapAlpha
bloomberg.com/news/articles/…
Capital Alpha Partners retweeted
"Finance Week: Fed Time; PPP Stands for Politics Cubed" @capitalalpha
Capital Alpha Partners retweeted
Senate Appropriations Committee releases official supplemental bill text bit.ly/33W1AK5 and summary bit.ly/2UC5Dql
Capital Alpha Partners retweeted
The #2020Election has another contender: former NYC mayor Michael Bloomberg. @capitalalpha James Lucier & @JohnJHarwood discuss what Bloomberg's campaign means for the #Democrats ... and the fact that he might be in the race to take out Elizabeth Warren.
Capital Alpha Partners retweeted
Facebook discloses record lobbying spending as Zuckerberg braces for House hearing on.mktw.net/35Vuiey
Capital Alpha Partners retweeted
Because Trump, if reelected, appears unlikely to give Powell a second term as chairman, any sitting Fed governor should be considered a shortlister for chair. "So we need to think of Shelton and Waller as potential Fed chairs," said @iankatz in a note to clients Tuesday
Trump kept up his monthslong campaign for the Fed to provide easier monetary policy by picking two economists who might favor lower rates—one, a Fed insider, and the other, a sharp critic—to serve on its board wsj.com/articles/christopher…
