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.
Selama tahun fiskal 2024, ICE mendeportasi 271.484 orang yang bukan warga negara (lihat: https://www.ice.gov/doclib/eoy/iceAnnualReportFY2024.pdf). Pasar ini akan diselesaikan berdasarkan jumlah orang yang bukan warga negara yang dideportasi oleh Badan Imigrasi dan Bea Cukai Amerika Serikat (ICE) pada tahun fiskal 2026. Sumber penyelesaian adalah Laporan Tahunan ICE tahun fiskal 2026. Jika Laporan Tahunan ICE tahun fiskal 2026 tidak diterbitkan paling lambat 28 Februari 2027, 23.59 ET, sumber penyelesaian kredibel lainnya akan digunakan.
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