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....
by Touch Stone Publishers | Jun 25, 2026
Alpha Signal | Priority 10 | Energy | Tier 1 Silo 2 The Signal Brent crude closed at $73.74 on June 24, the lowest since the Iran war began in February, as tanker transit through the Strait of Hormuz resumed at volume sufficient to reset the forward strip. The...
by Touch Stone Publishers | Jun 24, 2026
The June 8, 2026 Section 232 proclamation did not merely adjust tariff rates on steel and aluminum. It restructured the entire basis on which tariffs on thousands of derivative products are calculated, moving from a formula tied to metal content value to one applied...
