Prof G Markets EU Strikes Deal With India in Shift From U.S.
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Jan 28, 2026 
Michael Ha, senior research analyst at Baird who covers healthcare and insurance, explains the shock from CMS's tiny Medicare Advantage rate and why insurers' stocks plunged. He outlines how lower rates and tighter risk adjustment could mean reduced benefits for seniors. He also breaks down why coding controversies hit certain insurers harder and what that means for the market.
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Europe And India Bypass Washington
- The EU–India trade deal shows countries can bypass Washington to form big economic ties.
- Middle powers are building mini-lateral trade networks that reduce U.S. leverage.
Davos Spotlighted New Trade Momentum
- Davos highlighted a shift: middle powers are forging independent economic paths from the U.S.
- Mark Carney's speech and trade deals signaled an intentional move toward multilateral alternatives.
Mini-Lateralism Is Rising
- Global trade is fragmenting into smaller, regional pacts rather than single global webs.
- 'Mini-lateralism' is rising as nations prefer bilateral or regional agreements around, not through, Washington.