In the Press

What a Republican Midterm ‘Wipeout’ Could Mean for Investors

Henrietta Treyz warns investors about potential fuel restrictions and increased scrutiny of major companies following a Republican midterm defeat.

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Why $500 Checks May Fall Short as Obamacare Premiums Rise 15%

Health insurers are requesting an average 15% premium increase for 2027, following a 20% increase in 2026... A one-time $500 check provides brief temporary relief, but fails to address the multi-year compound rate hikes facing ACA marketplace enrollees after the expiration of enhanced federal tax credits.

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The Next Wave of Rising Costs Facing Workers

As businesses confront elevated interest rates, global tariff pressures, and heavy capital investments in artificial intelligence, rising medical benefit costs represent an emerging headwind that employers will inevitably pass along to workers through higher payroll deductions, larger deductibles, and suppressed wage growth.

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Indian Pharma Has Little Reason to Fear Trump

Indian pharmaceutical firms have spent decades supplying American patients with affordable medicines. That dominance will be difficult to challenge, despite President Donald Trump’s threat to impose steep tariffs on imported generic drugs.

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Fed Faces High-Stakes Test at Jackson Hole

Host of Bloomberg Money Tom Keene and Veda Partners Co-Founder Henrietta Treyz are on Bloomberg this weekend and discuss how investors will be watching for how Warsh addresses inflation, market volatility and Fed independence as economic and geopolitical uncertainty complicate the outlook.

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AI Risks Grow as Consumers and Bond Markets Raise Concerns

AI risks, consumer weakness, bond market warnings, and tariffs are shaping the outlook for investors and the broader economy.

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Michigan Democrats Prepare for Major Shake-Up in Key Senate Race

Michigan’s Senate primary highlights the growing divide within the Democratic Party, with the outcome potentially shaping the balance of power in Congress.

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Generic Drug Supply Faces Pressure Under Trump’s Proposed 100% Tariff

Trump is requiring generic drugmakers to move production to the U.S. or pay a 100% import tariff beginning in August 2028, a policy that could reshape the supply of low-cost medicines for millions of Americans.

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House Committee Advances $95 Billion Reconciliation Bill

The House advanced a $95 billion budget framework that includes defense and farm funding, with analysts watching how future spending decisions could shape U.S. policy priorities.

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