Recent Migration Policy Institute analysis shows U.S. authorities completed roughly 980,000 deportations and returns from January 2025 through July 2026, placing the annualized pace for fiscal year 2026 at approximately 660,000—above prior years yet below the administration’s one-million target. Traders appear to weigh this shortfall alongside low border encounters, rising but still limited interior enforcement, expanded voluntary departures, and ongoing legal and logistical constraints when pricing the 400-500k range as the leading outcome for calendar 2026. White House statements citing higher cumulative removals have not shifted the market, as participants focus on verifiable removal counts versus broader enforcement actions. Interior arrests have increased in recent months, yet overall volumes remain tempered by court backlogs and resource allocation. No major policy shifts have occurred in the past week to alter this positioning.
Durante el ejercicio fiscal de 2024, ICE expulsó a 271.484 personas que no son ciudadanas (véase: https://www.ice.gov/doclib/eoy/iceAnnualReportFY2024.pdf). Este mercado se resolverá en función del número de personas que no son ciudadanas expulsadas por el Servicio de Inmigración y Control de Aduanas de Estados Unidos (ICE) durante el ejercicio fiscal de 2026. La fuente para la resolución será el informe anual del ICE del ejercicio fiscal de 2026. Si el informe anual del ICE del ejercicio fiscal de 2026 no se publica antes de 28 de febrero de 2027, 23:59 ET, se utilizará otra fuente de resolución creíble.
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