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.
Au cours de l’exercice 2024, ICE a expulsé 271 484 personnes non citoyennes (voir : https://www.ice.gov/doclib/eoy/iceAnnualReportFY2024.pdf). Ce marché sera résolu en fonction du nombre de personnes non citoyennes expulsées par le Service de l’immigration et des douanes des États-Unis (ICE) au cours de l’exercice 2026. La source de résolution sera le rapport annuel 2026 de l’ICE. Si le rapport annuel 2026 de l’ICE n’est pas publié avant le 28 février 2027, 23:59 ET, une autre source de résolution crédible sera utilisée.
Traduction automatique. En cas de litige, l'original fait foi.