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Insights: Policy
Macro
Trump/Xi Summit, Trade/Export Controls, AI
President Trump is scheduled to host Chinese Xi Jinping in DC next Thursday, 9/24. Secretary Bessent will meet his counterpart Vice Premier He Lifeng on Sunday in anticipation of the summit. Administration officials have signaled that their objective is to stabilize the economic relationship, extend the suspension of tariffs and rare earths...
Financials
CLARITY Act, SEC/CFTC Regulation
The Senate is scheduled to hold a procedural vote on the CLARITY Act (market structure legislation) tomorrow (Tues, 9/15). The White House has reportedly signed off on ethics language that is related to what was proposed by Sens. Tillis (R-NC) and Gallego (D-AZ) in early August. Republicans released a new draft of the bill which includes the...
Healthcare
Medicare Physician Payment Reform
The House Energy & Commerce (E&C) Subcommittee on Health will hold a hearing next Tuesday on Medicare provider payment reform. Bills included for discussion are the Patients First Act (H.R. 9693) and the Provider Reimbursement Stability Act (H.R. 8163).
Healthcare
Balance Billing
During his speech at the Republican Midterm Convention, President Trump (while touting his “Great Healthcare Plan”) called balance billing a “tremendous, horrible situation” and stated that he would “end [it] very quickly.” This follows reports that Senate HELP Chair Cassidy (R-LA) will hold private roundtables next week with stakeholders and...
Mergers & Acquisitions
Prysmian/Atkore
HSR is set to expire on September 14, 2026. The companies filed with the Canadian Competition Bureau on August 28, 2026 and the Australian Competition Commission on September 8, 2026. Austria’s antitrust agency will also review the deal.
Financials
Credit Interchange
President Trump said yesterday in a speech at the Republican midterm convention that he plans to “cut out-of-control credit card swipe fees, saving the average family $1,200 per year.” This comes on top of him calling earlier this year for Congress to pass the Credit Card Competition Act (CCCA), which would address concerns about credit...
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