Risks & Opportunities
With the GOP takeover of the House, divided government has returned. Highly partisan proposals now will be blocked. Instead, centrist solutions and horse trading will define the 118th Congress. In year four of the Biden Presidency, political opportunity and risk especially are concentrated in these industries:
Agriculture
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Anti-Trust Actions
Chinese Exports and Imports
Defense
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Shipbuilders
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Cybersecurity
Energy
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Infrastructure Development
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Oil and Gas Exploration and Production
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Coal and Coal-fired Utilities
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Wind and Solar
Financial Services
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Large Money Center Banks
Health
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Medicaid Providers
Infrastructure
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Road Builders
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Aggregates
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Engineering
Tech and Industrials
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Social Platforms
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Semi-conductors
Capitol Analysts Network addresses these and other industries. See archives for a sample past reports.