The November midterm elections, potential litigation challenging the Paramount-Warner Bros. Discovery merger, and President Donald Trump’s ongoing bids to fire Federal Reserve Governors Jerome Powell and Lisa Cook are among key catalysts Bloomberg Intelligence policy and litigation analysts will be watching in 2H. In this episode of Votes and Verdicts, we also discuss crypto legislation to bring clarity for companies like Coinbase, deregulation to ease capital rules for banks such as JPMorgan and Bank of America, relaxed TV-ownership caps for companies like Nexstar and Sinclair and rulemaking and litigation concerning prediction markets like Kalshi. Further, we explore antitrust cases against Live Nation and Google, BNP Paribas’ Sudan genocide appeal, and class actions against Bayer and Reckitt’s Mead Johnson.<br><br>See omnystudio.com/listener for privacy information.

Policy & Litigation 2H Catalysts for Investors

Votes & Verdicts

# Full Transcript

**Podcast:** Votes &amp; Verdicts

## Transcript

I'm Francine Lacroix, an award-winning journalist, and I've got a new podcast, Leaders with Francine Lacroix from Bloomberg Podcasts. I've interviewed everyone from heads of state to fashion icons about the news of the moment, but I've always been curious, who are these people as leaders? I don't think there's one right way to be a leader. Make decisions. A poor decision is always better than no decision. Listen to new episodes every other Monday. Follow Leaders with Francine Lacroix wherever you get your podcasts.

Hello, and welcome to the Votes & Verdicts podcast hosted by the Litigation and Policy Team at Bloomberg Intelligence, the investment research platform of Bloomberg LP on the Bloomberg terminal. Bloomberg Intelligence has 500 analysts and strategists working across the globe and focused on all major markets. Our coverage includes over 2,000 equities and credits, and we have outlooks on more than 90 industries and 100 market indices, currencies, and commodities. This podcast series examines the intersections

of business policy and law. My name is Elliot Stein. I'm an analyst with Bloomberg Intelligence, covering litigation in the financial sector, and I am delighted today to be joined, as always, by several of my BI colleagues. Today is July 2nd, 2026, and we thought it would be a good idea to do an episode looking at some of the most important policy and litigation catalysts that our team will be watching in the second half of the year,

and that we think will impact companies across a number of different sectors. As always, you can find all of our research on the Bloomberg terminal at BI Go. You can find our litigation and policy dashboard on the terminal at BI Laws Go. And with that, let's dive into the content, and let me bring in our chief policy analyst down in Washington, D.C., Nathan Dean. Nathan, you staying cool down there? I'm sitting in a Bloomberg office. It's always cool in here.

So, yes, cool and free coffee and snacks. Exactly. Any big plans for the 4th? We're flying to Chicago tomorrow to go visit Camp Grandma and Grandpa, and then once we celebrate the 4th, my wife and I are going to leave to go to Canada for a couple days of hiking, where they're having a heat wave, and I think it's going to be 74 degrees or something like that. Terrible. I'll take it. I'll take it. That's a good exchange rate. All right. So, Nathan, what are you watching for in the second half of the year?

I know we got the midterm elections. What are you thinking about those? There's crypto legislation that's been brewing seemingly forever at this point. Some deregulation. Yeah. What are you watching? So, let's start on the congressional front, and what I'm just thinking about is I was trying to think of how to frame my answer to this. I just wanted to go month by month. So, obviously, today is July 2nd. What are we going to see in the rest of July? Well, there's really two thi...

Policy & Litigation 2H Catalysts for Investors

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Policy & Litigation 2H Catalysts for Investors

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.