Balance of Power Weekly Washington Policy Pulse: Obamacare, Bank Leverage Ratio, AI
Nov 24, 2025
Dwayne Wright, a Senior Health Care Policy Analyst specializing in Obamacare, joins the discussion to unpack a proposed two-year extension of Obamacare subsidies. He dives into the implications for insurers and examines potential income limits and the intricacies of zero-premium options. Also on the table is the impending FDIC leverage ratio rule affecting major banks and a controversial executive order on artificial intelligence that may encounter legal hurdles. Wright's insights highlight the intersection of health policy and political dynamics.
AI Snips
Chapters
Transcript
Episode notes
CFTC Likely To Maintain Status Quo
- The CFTC is likely to continue the status quo under new chairman Mike Selig with limited rule changes expected.
- Crypto coordination with the SEC remains the primary area to watch for regulatory shifts.
Limits Of Executive Power On State AI Laws
- The White House may issue an AI executive order targeting state AI laws by threatening funding cuts.
- Legal experts predict such a move could fail in court absent new Congressional authority.
New FDIC Leverage Rule Will Bite Banks
- The FDIC will finalize an enhanced supplementary leverage ratio that materially changes bank capital calculations.
- The rule lowers the ESLR baseline and keeps treasuries in the denominator, affecting large banks differently.