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Insights: Policy
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Crypto Market Structure/Stablecoins
The White House has convened multiple meetings between the crypto and banking industries over the last few weeks to try to facilitate an agreement on the question of whether rewards can be offered on stablecoins. As you may recall, the banking industry is pushing to add restrictions on stablecoin rewards to broader crypto market structure...
Housing
Housing/Investment in Single Family Rentals (SFR)
President Trump has continued to escalate his push for legislation that would impose restrictions on institutional investment in single family rentals (SFR). He has made this his central response to housing affordability, as reflected in his State of the Union speech, and the White House has said he will not sign housing legislation without this...
Macro
Supreme Court IEEPA Decision Overview/Refunds
In a 6-3 decision, the Supreme Court (SCOTUS) struck down President Trump’s imposition of tariffs under the International Emergency Economic Powers Act (IEEPA). Trump had used that authority to impose his sweeping “reciprocal” country-based tariffs, as well as his more targeted fentanyl tariffs.
Trump Reaction to Supreme Court/IEEPA Tariff Decision
In the immediate wake of the Supreme Court (SCOTUS) overturning tariff actions taken under the International Economic Emergencies Power Act (IEEPA), President Trump announced he was going to impose a new round of tariffs under Sec. 122, which over the weekend he escalated to the maximum allowable 15%. He also said he would be initiating a new set...
Healthcare
CMMI ACCESS Model (Health Tech)
The CMS Innovation Center (CMMI) has released guidance providing more granular details on key parameters of its “Advancing Chronic Care with Effective, Scalable Solutions” (ACCESS) Model.
Healthcare
BIOSECURE Act (Wuxi)
The Pentagon last Friday updated its list of Chinese military companies to include biotechnology firm Wuxi but retracted that update within minutes. Under the recently passed Biosecure Act, any firm on the Pentagon’s list of Chinese military companies would be banned from contracting with the federal government. The Pentagon is still obligated...
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