by Touch Stone Publishers | Jul 3, 2026
Consumer Sector | Friday, July 3, 2026 | Senior Sector Strategist | Touch Stone Publishers USTR hearings on new Section 301 forced labor tariffs open Monday, July 7. The comment window closes this Sunday, July 6. After Monday’s hearings, USTR will finalize a...
by Touch Stone Publishers | Jul 2, 2026
As of July 1, 2026, the Federal Energy Regulatory Commission’s new five-year oil pipeline rate index is operative. The index resets at PPI-FG minus 0.55 percent, replacing the prior-cycle PPI-FG plus 0.78 percent, and covers 155 of 195 interstate oil pipeline...
by Touch Stone Publishers | Jul 1, 2026
The Signal The July 1, 2026 Medicaid managed care rating period is the first cycle in which state actuaries must price three OBBBA fiscal constraints simultaneously into capitation models: the October 1, 2026 prohibition on new or increased provider taxes (Section...
by Touch Stone Publishers | Jul 1, 2026
Financial services boards that used the EU AI Act’s May 2026 postponement as a reason to defer AI governance investment now face the examination cycle that did not move. The European Commission’s political agreement in May 2026 pushed the Annex III...
by Touch Stone Publishers | Jun 29, 2026
The Federal Reserve’s June 24 decision to freeze large bank stress capital buffers at current levels through 2027, while it rebuilds DFAST loss-estimating models, cleared the regulatory variable that had suppressed share repurchase authorizations across the...
by Touch Stone Publishers | Jun 26, 2026
Sector Intelligence | Consumer | Friday, June 26, 2026 Consumer Staples Return 13% as Discretionary Outflows Reach $937 Million Executive Summary. Consumer Staples (XLP) have returned 13.2% year-to-date, making the sector the top-performing S&P 500 sector in 2026....
