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Healthcare
Medicare Part D
As part of preliminary technical Medicare Part D bid information for CY26, CMS has announced modifications to the Voluntary Part D Premium Stabilization Demonstration.
Healthcare
Vaccine Injury Program
This week, HHS Secretary Kennedy issued a statement on Twitter/X indicating – with limited detail – that he intends to begin the process of “fixing” the National Vaccine Injury Compensation Program (VICP).
Healthcare
Medicare Advantage: Upcoding, Prior Authorization, and Provider Rates
Republican lawmakers are in the early stages of developing healthcare legislation they hope to move through the legislative process on a bipartisan basis by year’s end. The legislation is expected to touch on a variety of issues (i.e., PBMs, various so-called “extenders”) and there is some consideration of including reforms to the Medicare...
Tech / Media / Telecom
AI/Semiconductor Export Controls
President Trump’s AI Action Plan expresses strong support for exporting the full AI technology stack (hardware and software) to allied countries. However, the Action Plan makes more explicit than any statement to-date that the administration supports using export controls to prevent China from getting access to advanced semiconductor technology.
Tech / Media / Telecom
AI Regulation
President Trump’s AI Action Plan and associated Executive Orders (EOs) focus on expediting permitting for data center build outs, ensuring that international standards and export controls protect U.S. technology and keeps it out of China’s hands, while reducing regulation that could inhibit AI innovation. A key part of the de-regulation element...
Macro
FY26 Appropriations and Recissions
The Senate is this week taking its initial steps to pass FY26 appropriations legislation (i.e., annually allocated funding for government operations, grants, loans, etc.), with a focus on Military Construction/VA, Agriculture, Commerce/State/Justice, and Legislative Branch. Appropriations bills need to pass the Senate on a bipartisan (60+ vote)...
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