VedaPartners

@HenriettaVeda was on @Bloomberg this morning to walk through what’s happening on Capitol Hill, the chances of a third reconciliation bill, and her take on the midterm elections. Thank you to @tomkeene and @ptsweeney for the great conversation!

Understanding policy is more important than ever. Thank you @YasminKhorram for featuring us in your article. Interested in our work? 📧 inquiries@veda-partners.com @HenriettaVeda politico.com/news/2026/07/1…

All eyes on the NATO summit in Turkey this week. Something for Fed Chair Warsh to consider (aside from tariff changes July 24 and the aftershocks of the war with Iran): there's going to be a fiscal spending hike at the end of September of anywhere between 150-$300B for FY27 - not what rate cutters want to see and could come in even larger than that if Dems play hardball. Great to be with @FerroTV and Mike Wilson of @MorganStanley on @BloombergTV this morning.

.@TechWithX and @HenriettaVeda discuss AI regulation, national security, open source models and Washington's growing role in shaping AI policy. $MSFT $GOOGL $META $PLTR $NVDA #AI #Tech #Policy cnbc.com/video/2026/07/…

📣Kicked off the week with @BloombergRadio diving into polls, the election landscape, and where things stand on the US - Iran MOU. 🎧Appreciate @tomkeene and @ptsweeney for hosting @HenriettaVeda, terrific conversation as always!

📺@HenriettaVeda joined @BloombergRadio this morning with @ptsweeney and @isabelletanlee to discuss the latest developments in Iran, how they are influencing US politics, and what the newest polling trends are signaling.

Great to see @PerlmanVeda featured in @ntepper90 and @modrnhealthcr's coverage of how Medicaid plans are preparing for work requirements. modernhealthcare.com/insurance/mh-c…

Morning Call Sheet: AI optimism offsets geopolitical market risks @AmyWuSilverman, Drew Pettit of Citi, and @HenriettaVeda joined @CNBCMorningCall to discuss AI driven market optimism, easing oil volatility, Fed expectations, equity valuations and how geopolitical developments continue to shape investor sentiment. $SPY $QQQ $IWM $VIX $CL_F #AI #Markets #Fed #Investing cnbc.com/video/2026/06/…

Morning Call Sheet: AI optimism offsets geopolitical market risks cnb.cx/4vWQ2lv @HenriettaVeda @MorganLBrennan @CNBCMorningCall

Picked a great day to be in studio with the @BloombergRadio team, loving the energy! Thank you @tomkeene and @ptsweeney for an engaging conversation. Take a listen for the latest insights from Capitol Hill with @HenriettaVeda.

Get this man to Mardi Gras immediately!!! He’s ready. @tomkeene Special thanks to @annmarie for the Knicks bagels! 🧡 💙 and @lisaabramowicz1 and @ptsweeney for having me this am.

Great to see Veda’s Dan McCarthy featured in @MarketWatch report on proposals for public ownership stakes in AI companies. Thank you to @vicrek for including us in your work. marketwatch.com/story/trumps-w…

What Wall Street is watching in terms of what Washington needs to get done this summer @HenriettaVeda cnbc.com/video/2026/06/…

Tariffs are back and so is Congress. @USTradeRep Greer is about done with a new investigation that would put 10-12.5% tariffs on 87 nations (the EU, Japan, China etc.) for trading with countries that use forced labor. These are best considered an IEEPA replacement since @SCOTUSblog took that authority away Feb 20th, just 8 days before the Iran war started. There's another tariff basket brewing on many of these same nations (the EU, China, Japan, etc.) which we at @VedaPartners1 expects will be ready in a few weeks time. Those could layer on top of these and create new, higher tariff rates just as voters are most concerned about inflation, "affordability" and the US economy. Great to be with @emrwilkins and @TheDomino on @CNBCMorningCall this morning! I'll be discussing the latest on these tariffs with my colleague Dan McCarthy at 11am ET on our Macro Webcast - DM to join us. #OOTT #tariffs #tradewar

📅 Congress is back. What will June Bring? @HenriettaVeda joined @BloombergRadio's @tomkeene and @ptsweeney to break down the latest from Capitol Hill.

Since the outset of the Iran war, @gop lawmakers and their staff have been telling me they're watching/waiting for two variables: $5 gas and June. In their view, $5 gas was "the new $4" and June was when President Trump would need to pivot to domestic policies to help Republicans hold the House and Senate going into the midterms. Now here we are, with the ceasefire on month two, in June, but gas at a previously inconceivable $4.33/gallon. With a fractured Republican conference, an AUMF on the verge of passing in the House after passing in the Senate when @BillCassidy lost his primary and went YOLO and as my favorite Republican House staffer puts it to me "only 18 legislative days left until the August recess", its extremely unlikely that we get a gas tax holiday and I'm optimistic the President won't impose an export control ban - at least not yet. We've gotten to June, but not to $5. Amazing and, as @FerroTV puts it, a humbling market. Great to be with @lisaabramowicz1 and @annmarie and (from the Green Room) Apollo's Torsten Slok this Monday morning! @BloombergTV @VedaPartners1

@PerlmanVeda is featured in @modrnhealthcr's coverage on CMS’s move to permit non‑network plans on the ACA exchanges. Spencer outlines how state regulatory decisions will determine whether these plans gain traction or deliver meaningful savings. Thank you @ntepper90.

Part 2 of the Hormuz Hangover: the lasting effects of choices made the night before. After the physical damage to energy facilities in the region, the new reality carries "lingering, existential ramifications" as Iran could move to close the strait anytime finance.yahoo.com/sectors/energy…

The Hormuz Hangover has two parts: 1) the physical pain (80+ facilities bombed out across the Gulf that's yielded a 62% increase in gas prices) and 2) the existential dread you wake up with seeing that Iran has a deployable economic nuclear weapon in the form of cheap and deadly missiles and now that you've made contact, you've got to coordinate with them to navigate the Strait to go about your day. A very costly night out. Thanks for having me on to discuss @_MorganLBrennan and @CNBCMorningCall

STAT's piece on CMS’s proposed changes to Medicaid state directed payments features analysis from Veda’s, Spencer Perlman. Spencer outlines how the proposal goes beyond the OBBBA and what it could mean for providers across the country. @TaraBannow @statnews @PerlmanVeda