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Tech / Media / Telecom

AI/Semiconductors

While the Commerce Department recently tightened some pre-existing restrictions on chip sales to China, Trump’s more general policy has been to allow for sales of advanced chips (e.g., sales of Nvidia H20 to China and Gulf nations, comments suggesting openness to selling China the more advanced Blackwell chip.) This has generated concern among...

This morning, Secretary Bessent said there was substantial communication with the Chinese over the weekend to resolve the escalation in tensions the emerged on Friday. He also said that he still expects Presidents Trump and Xi to meet at the end of this month in South Korea. And, in the wake of his tariff escalation on Friday, Trump yesterday...

Government Shutdown

President Trump ordered DOD to pay U.S. troops this week, which eliminates a catalyst for resolving the current government shutdown. At this point, there is no indication either side feels significant pressure to concede. Democrats continue to insist that an extension of enhanced ACA subsidies gets resolved before they will support a “continuing...

Trump/Pulte Housing Supply Comments, GSE Policy, Regulatory Reforms

President Trump posted earlier this week that he feels homebuilders are not building a sufficient volume of housing, despite having been permitted for 2m lots, and that he’s asking the GSEs to “get [Big Homebuilders] going.” FHFA Director Pulte echoed Trump’s complaint about homebuilders and said the GSEs will “do just that.” Trump/Pulte’s...

The Center for Disease Control’s (CDC) activity around vaccine policy has begun to accelerate in recent days. Earlier this week, Acting CDC Director O’Neill formally adopted the Advisory Committee on Immunization Practices’ (ACIP) recommendations regarding utilization of the COVID-19 and MMRV vaccines in certain populations. Separately, ACIP...

The Senate yesterday passed the annual defense authorization bill, known as the NDAA, and included a new version of the Biosecure Act, a bill that bans federal funding to certain Chinese biotech companies. The House did not include similar language in its NDAA, but last year approved its own version of the bill. The Senate has previously tried...