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Insights: Policy
Macro
Iran Funding
n its attacks on Iran this week, the U.S. has expended thousands of munitions, including THAAD interceptors, Patriot missiles, SM interceptors, Tomahawk cruise missiles, and new LUCAS suicide drones. Key Republicans and Democrats on defense policy have indicated that the Trump administration is preparing to request that Congress provide...
Macro
IEEPA Tariff Refunds (Trump Administration/Courts)
Under normal circumstances, it would take up to one year for tariff refunds to be issued in the case of so-called “unliquidated" tariffs and two years (or longer) for so-called “liquidated” tariffs. But, in recent days, we have gotten very clear indications that the Trump administration is attempting to slow-walk the process of issuing refunds...
Macro
IEEPA Tariff Refunds (Congress)
Over the last week, the Trump administration has in court filings repeatedly indicated resistance to issuing refunds for the IEEPA-based tariffs that have been overturned by the Supreme Court (SCOTUS). Secretary Bessent has called tariff refunds “corporate welfare,” echoing a criticism being leveled by conservative opinion leaders and the...
Macro
Iran
The military conflict in the Middle East is continuing to escalate after the initial U.S./Israeli attack on Iran, with Iran retaliating with strikes against regional energy infrastructure, U.S. military targets, and major regional cities. President Trump said the war against Iran could last “four to five” weeks and has not ruled out U.S. boots on...
Financials
Medicare/Medicaid Program Integrity
CMS has issued a request for information (RFI) soliciting stakeholder feedback on the agency’s Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH) initiative. CMS indicates the information collected will inform a “potential upcoming CRUSH proposed rule, as well as other programmatic changes” – both of which are aimed at...
Healthcare
DMEPOS Moratorium
CMS has announced a six-month nationwide moratorium on the enrollment of new Medicare and Medicaid DMEPOS suppliers.
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