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 o ano fiscal de 2024, o ICE removeu 271.484 pessoas que não são cidadãs (ver: https://www.ice.gov/doclib/eoy/iceAnnualReportFY2024.pdf). Este mercado será resolvido de acordo com o número de pessoas que não são cidadãs removidas pelo Serviço de Imigração e Alfândega dos Estados Unidos (ICE) no ano fiscal de 2026. A fonte para a resolução será o Relatório Anual do ICE do ano fiscal de 2026. Se o Relatório Anual do ICE do ano fiscal de 2026 não for publicado até 28 de fevereiro de 2027, 23:59 ET, outra fonte confiável de resolução será usada.
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