Balance of Power Weekly Washington Policy Pulse: Final Leverage Ratio Rule, Crypto Bill Odds (Nov. 17, 2025)
Nov 17, 2025
Nathan Dean, a senior policy analyst at Bloomberg Intelligence, dives into pressing U.S. financial and regulatory topics. He forecasts the final leverage ratio rule, which may impact Tier 1 capital for major banks. Dean also discusses the slim chances of a crypto bill passing that could affect platforms like Coinbase. Additionally, he shares insights on a potential $12-13 billion aid package for farmers and updates on the National Defense Authorization Act. His analysis sheds light on the evolving political landscape affecting investors.
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Podcast Booth And Buc-ee’s Moment
- Nathan Dean describes recording the call from a new podcast booth to improve audio quality.
- He shares a Buc-ee's T-shirt joke: “Hallow Thank Mess,” to illustrate the season’s mood in Washington.
Compressed Hallow-Thank-Mas Calendar
- There are only 15 legislative days left before year-end, compressing Congress's calendar.
- Expect a rapid flurry of votes and headline-driven pacing through early December.
Position For Short-Term Farm Aid
- Watch for a $12–13 billion USDA aid package for farmers imminently.
- Position exposure to short-term relief plays tied to fourth-quarter and first-quarter crop inputs.