U.S. Insight Digest

Federal Reserve Balance Sheet Plans

• 🔥 Liquidity Plunge Risk: A long-term plan to cut the Federal Reserve's balance sheet by US$1.7 trillion...

Republican timeline reveals concessions under pressure:

• Senate yields first: Advanced bipartisan bill funding most DHS (Coast Guard, FEMA, TSA) last...

• Trump's update: US troops to withdraw from Iran in 2-3 weeks after decimating military, destroying navy, ruining air force, neutralizing missiles.
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Growing resistance to Trump's EO limiting mail-in ballots to verified citizens:

• WI Gov Evers calls it bulls––– and illegal, ready for court
• WI...

Fed's long-term plan targets $1.7T balance sheet cut, raising fears liquidity could plunge by half.

Epstein files are sparking a new political storm, fueling a growing web of political, legal, and reputational fallout tied to his network. Scrutiny intensifies.

The PREDICT Act prohibits members of Congress, their spouses and dependent children, the president, vice president, and certain political appointees from prediction markets, as legislation continues evolving.

Trump's Mail-in Voting Order

• 🔥 President Trump signed an executive order directing federal agencies to work with states to introduce barcode...

• Barcode tracking introduced on mail-in ballots to boost integrity.
• Trump deems it foolproof, targeting "legendary" and "massive" cheating.
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Brussels' election interference playbook exposed:

• Democracy Shield: State-funded NGOs and 'trusted flaggers' use shadowy intel to block unwanted...

Eric Ham warns U.S.-Iran war makes it more likely Republicans lose big in midterms as gas prices rise—prompting the president to lash out on social media.

• Pelosi's core charge: SAVE Act isn't about election integrity—it's designed to suppress women voters, as GOP policies hurt women most.
• Her sharp...

Market Moves Amid Oil Surge

• 🔥 Powell Eases Rate Hike Fears: Fed Chair Powell's comments soothed the bond market with 10-year Treasury yield...

• Record DHS shutdown drags on as White House blames Dems; GOP Rep. Fallon accuses them of weaponizing it for chaos and security risks.
• House GOP...

Key trends amid Iran war disruptions:

• Oil shocks surge WTI to $105/bbl via Strait of Hormuz threats, dimming global outlooks
• Fed response: Powell...

Classic carrot-and-stick: Trump touts negotiations progressing extremely well, with oil tankers flowing through Hormuz as a cooperation sign.

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New 2026 Health Policy Academy panel equips policy staff with essentials on major programs:

• High-level overview of Medicare, Medicaid, ACA, and...

VP Vance clinched 53% in the CPAC straw poll, emerging as the conservative frontrunner for 2028 and hinting at early Trump succession dynamics.

Record number of Republicans are refusing to run for re-election ahead of 2026, flashing early signs of midterm vulnerability.

Treasury Yields Surge on Weak Auctions

• 🔥 Weak Demand in Auctions: Recent auctions for two-year, five-year, and seven-year Treasury notes drew...