Trade Policy - Mexico plans to increase tariffs on China in its 2026 budget [1] - The tariff increase aims to protect local industry [1] - The measure addresses pressure from Trump [1] - The policy seeks to reduce Mexico's deficit, which is at its highest level since the 1980s [1]

Fiscal Policy - Poland's government is set to reveal its 2026 budget plan [1] - The budget unveiling occurs amid rising worries about Poland's fiscal health [1] - Increased defense spending is contributing to the country's fiscal deterioration [1]

Budget Allocation - The single intelligence account received its largest boost in almost a decade [1] - Bringing human spies into the digital age is an expensive business [1]

The UK didn't see a summer of civil unrest as suggested by some. But the battle to balance the books before the autumn Budget will keep the government busy after the summer holidays. Get The Readout with @h_chandlerwilde https://t.co/ImeYVIOJCS ...

Indonesia’s central bank will likely keep its key interest rate unchanged after President Prabowo Subianto unveiled a 2026 budget that ramps up spending across the economy https://t.co/psRhjLzj3r ...

Budget Allocation - Indonesia's 2026 budget will have potential winners and losers [1]

Investment Strategy & Performance - Infrastructure asset class achieved double-digit returns this year [1] - A $5 billion secondary sale in the private equity portfolio recognized some losses but strengthens future returns [2] - Public equities have driven strong returns in the last three years, so a dramatic change isn't expected [5] - Over five, seven, or ten years, private markets have shown strong performance [6] Pension Fund Allocation - New York raised the limit for public pensions in alternatives from 25% to 35%, currently below 30% [3] - The city's pension and benefits account for as much as $21 billion of the budget [11] - 103% returns, beating the 7% benchmark, will save $22 billion that can be reinvested into the budget [11] New York City Budget & Efficiency - New York City's budget is around $115 billion with 327,000 employees [7] - The city paid out over $2 billion in claims last year [8] - Congestion pricing is ahead of schedule, delivering $15 billion for transit enhancements [12] Policy & Future Plans - There will be challenges with cuts coming from the federal budget [9] - Universal child care for every two and three-year-old will require raising revenue in Albany [20][21]

Healthcare Funding and Medicaid - The discussion revolves around potential Medicaid cuts and their impact on hospitals, particularly in New York [3][9][10] - A Republican Congressman argues Medicaid is set to grow by over 24% in the next 10 years, focusing on eliminating waste, fraud, and abuse [4][18] - Democrats claim the Congressional Budget Office projects $900 billion to $1 trillion in Medicaid cuts [9][19] - New York spends 83% more on Medicaid than the average of other states, leading to debates over mismanagement and expansive programs [5] - New York state spending has increased by $100 billion in one decade, contributing to debt and budget issues [6] Healthcare System Challenges in New York - New York faces challenges due to the state's mismanagement, leading to out-migration [6][7] - The state is allegedly spending billions on illegal immigrants, diverting funds from hospitals and healthcare [7] - Hospitals in New York are struggling due to decisions made by the state, particularly regarding Medicaid funding [13][14][17][34] - Safety net hospitals, heavily reliant on Medicaid and Medicare, face funding cuts from the state [14] Healthcare Access and Costs - The discussion highlights the issue of uninsured individuals receiving emergency care, with hospitals absorbing the costs and potentially passing them on through increased insurance rates [27][28][29][35] - The Affordable Care Act (Obamacare) is criticized for failing to address rising healthcare costs and premiums [31][32] - Consolidation within hospital systems has not resulted in promised economies of scale, contributing to the overall cost explosion in healthcare [32][33] Redistricting and Partisanship - The conversation shifts to redistricting, with concerns about the loss of competitive districts and the rise of partisan divides [38][39][44][45] - Both parties are accused of gerrymandering, and a bill is proposed to ban it nationwide [44] - New York is accused of initiating mid-decade redistricting for political gain [41][42][43]

Fiscal Policy & Budget - UK Chancellor of the Exchequer（英国财政大臣） Rachel Reeves 面临 510 亿英镑的预算缺口，需要在秋季预算中填补 [1]

Spain’s economic growth predates Pedro Sánchez and owes rather less to his reforms than to those of his predecessor. He has placed lackeys in supposedly independent institutions and has not passed a budget since 2023 https://t.co/8v8PbJto7e ...