Insights: Policy

Energy, Financials, Healthcare, Housing, Infrastructure, Macro, Miscellaneous, Tech / Media / Telecom

State of the Union

President Trump will deliver his State of the Union (SOTU) speech next Tuesday, 2/24, and if precedent holds, is likely to issue his FY27 budget request by ~mid-March. The annual budget request provides a more granular overview of the administration’s policy priorities, and along with the speech, influences how the President’s allies in Congress...

340B Drug Discount Program

The White House Office of Management & Budget (OMB) is currently reviewing a proposed rule regarding the Health Resources and Services Administration’s (HRSA) 340B Rebate Pilot Program.

Democratic Drug Pricing Agenda

Democratic members of the Senate Finance Committee – including Ranking Member Wyden (D-OR) and Sens. Welch (D-VT), Cortez Masto (D-NV), and Gallego (D-AZ) – have released a high-level policy framework to lower drug prices.

ACA/PY27 Individual Market Regulations

The Centers for Medicare & Medicaid Services (CMS) issued the proposed “Notice of Benefit and Payment Parameters” for the plan year (PY) 2027. The rule sets standards for Affordable Care Act (ACA) coverage and the health insurance exchanges. Below is a high-level summary of the key attributes of the proposed rule that impact consumers, insurers,...

Institutional Investment in Single Family Rentals

The White House continues to highlight President Trump’s proposal to restrict institutional investment in single family rentals (SFR). This is reflected in his Executive Order (EO) on the issue, ongoing mentioning of the issue, and issuance of a Statement of Administration Policy (SAP) that criticized the House-passed Housing for the 21st Century...

Trump Housing Agenda

Both the Trump administration and Congress continue to take steps to address concerns about housing affordability. This week, the House passed legislation (Housing for the 21st Century Act) on a close to unanimous (390-9) basis that takes modest steps to address housing supply (e.g., incenting local zoning reform, expanding financing for...