The largest US health insurers jolted investors twice in the span of three days with cuts to their forecasts that sent stock prices tumbling — leaving Wall Street wondering whether more surprises lay ahead.

Henrietta Treyz, Managing Partner at Veda Partners, discusses her outlook for Harris and Trump in the election and outlook for down ballot races.

“One of the candidates is going to very likely have something that gets blown out of proportion and changes the narrative...” — Henrietta Treyz on Bloomberg Surveillance Podcast

"It's all about voter turnout in these high-urban-density areas," says Henrietta Treyz of Veda Partners as the November election approaches - https://www.bloomberg.com/news/articles/2024-09-02/stock-market-today-dow-s-p-live-updates?srnd=phx-markets

Henrietta Treyz of Veda Partners expects Sen. Mark Kelly to be Kamala Harris's VP pick

“The silver lining is that Trump provided a metric ton of problematic sound bites tonight and we can expect those to be used in ads on every medium from here to the moon over the next four months. Every woman in America will see ads on TV, mobile and on mailers reminding them of Trump taking credit for overturning Roe v. Wade,” Said Caitlin Legacki, A Democratic Strategist And Former Adviser To Commerce Secretary Gina Raimondo. — Caitlin Legacki, New York Times

“By draining each fund down to $0 lawmakers have ensured they will have no easy offsets available to pay for the panoply of reforms and fixes that must be addressed at year-end. Thus, we think that lawmakers must incorporate both PBM reforms and site neutral adjustments into whatever legislative package emerges at year-end.” — Spencer Perlman

“Sanofi is joining the nation’s two other major insulin manufacturers in offering either price caps or savings programs that lower the cost of the drugs to $35 for many patients. The three drugmakers are also drastically lowering the list prices for their products.” — Tami Luhby, CNN

“My concern is that the Chinese have been working on how they are going to retaliate to our uptick in tariffs more than they've been working on how to correct the 150 pages worth of adjustments that they want to see in the deal that Lighthizer has written up”— Henrietta Treyz on Bloomberg Surveillance Podcast