President Trump has joined calls for giving U.S. taxpayers ownership stakes in AI companies, though analysts remain skeptical.

Congress faces a packed legislative schedule and limited time to act before the summer recess, putting pressure on lawmakers to address several high-profile issues.

As tensions in the Middle East persist, policymakers face growing political pressure at home with the midterm elections drawing closer.

Economic and geopolitical factors, particularly the impact of war on energy costs, are heavily influencing the political landscape.

With gas prices hitting $4.56 per gallon and potentially reaching $5.00 by Memorial Day, significant economic and political pain is expected if the strait remains closed.

New federal rules could open ACA marketplaces to non-network health plans, creating lower-cost coverage options while raising questions about consumer protections and market competition.

Veda Partners’ Spencer Perlman says the Trump administration’s proposed Medicaid payment changes could expand cuts beyond those mandated by Congress, potentially reshaping provider reimbursement and increasing federal savings projections.

Hightower’s Stephanie Link, Miller Tabak’s Matt Maley, and Veda Partners’ Henrietta Treyz say strong consumers and earnings are helping steady markets, though volatility and policy uncertainty remain key risks.

Veda Partners’ Henrietta Treyz will contribute to AGF’s “Capitol Signals” newsletter on U.S. policy and market impacts.