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.
2024会計年度中に、ICEは非市民271,484人を国外退去させました(参照:https://www.ice.gov/doclib/eoy/iceAnnualReportFY2024.pdf)。 この市場は、2026会計年度に米国移民・関税執行局(ICE)が国外退去させた非市民の人数に基づいて決済されます。 決済の情報源は、ICEの2026会計年度年次報告書とします。ICEの2026会計年度年次報告書が2027年2月28日 23:59 ETまでに公表されない場合は、別の信頼できる決済情報源を使用します。
機械翻訳です。解釈に相違がある場合は原文が優先されます。