

Economic and geopolitical factors, particularly the impact of war on energy costs, are heavily influencing the political landscape.
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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.
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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.
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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.
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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.
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Veda Partners’ Henrietta Treyz will contribute to AGF’s “Capitol Signals” newsletter on U.S. policy and market impacts.
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Medicare Advantage insurers will retain billions of dollars in payments next year after the Centers for Medicare and Medicaid Services raised payments and set aside critical program reforms.
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Several million Americans signed up for HSAs this year as they grapple with increasingly expensive medical care and health-insurance premiums
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WASHINGTON — Comments from a top Trump administration health official add to signs of a major flaw in the president’s most-favored nation drug pricing plans.
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