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Insights: Policy
Healthcare
ACA Subsidies
It’s been reported that the White House was yesterday planning to release a legislative proposal for addressing the ACA enhanced subsidies (eAPTCs) that expire at the end of this year. The proposal will apparently extend the subsidies for two years, but with modest revisions around eligibility (700% income threshold) and various waste/fraud/abuse...
Healthcare
Medicare Dialysis Reimbursement
CMS has issued the CY26 End-Stage Renal Disease (ESRD or dialysis) final rule. Under the rule, CMS will increase the dialysis base rate to $281.71, increasing aggregate payments to dialysis facilities by approximately 2.2% compared to CY25. For hospital-based dialysis facilities, CMS projects an increase in total payments of 1.5%, and for...
Healthcare
Affordable Care Act (eAPTCs)
With the shutdown behind them – and a promised Senate vote on the matter coming up on ~12/12 – lawmakers continue to debate (largely in partisan fashion) whether and how to address the ACA enhanced subsidies that expire at the end of this calendar year. In general, Republicans are increasingly, though not exclusively, pushing for alternatives to...
Tech / Media / Telecom
Antitrust (Meta, Amazon, Apple)
U.S. District Judge James Boasberg ruled in favor of Meta Platforms Inc., rejecting the Federal Trade Commission's (FTC) antitrust lawsuit that sought to unwind the company's acquisitions of Instagram and WhatsApp.
Tech / Media / Telecom
AI Regulation
The Trump administration is considering issuing an Executive Order (EO) that would attempt to impose through various means a moratorium on state-level AI laws and regulations.
Macro
Stimulus Checks, Tariff Legislation
White House Deputy Chief of Staff Blair yesterday signaled that the Trump administration is developing a plan for “affordability” legislation that could include stimulus checks and healthcare payments to individuals (presumably through their HSAs), which would be offset by new authority to impose tariffs (i.e., the Congressional Budget Office...
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