Industry Intelligence / Health & Wellness

What’s changing in health & wellness.

Current developments affecting staffing, reimbursement, pricing, regulation, technology and care delivery. Updated as the evidence changes.

Current through September 30, 2026

Current Intelligence

DevelopingTechnology

FTC opens AI investigation as autonomous agents move from experiment to business risk

The Federal Trade Commission has opened a probe into leading AI developers. Businesses using agents now have a clearer reason to treat permissions, logging and human approval as operating controls.

Updated Sep. 30, 2026 · High confidence
DevelopingCosts

U.S. and China agree to targeted tariff cuts, but the relief is narrow

The two countries plan reciprocal reductions covering $60 billion in goods and extended their trade truce into January. For importers, this is selective cost relief rather than a return to pre-tariff conditions.

Updated Sep. 30, 2026 · High confidence
DevelopingLabor

Health-care hiring is still growing, but the pace has slowed

Health care added about 13,000 jobs in August versus an average 32,000 per month over the prior year.

Updated Sep. 18, 2026 · High confidence
AcceleratingHome Health

Home health is a staffing and price outlier

Home health care consumer prices were up 10.6% year over year in August while the sector added about 11,000 jobs.

Updated Sep. 18, 2026 · High confidence
PersistentPricing

Medical-service price pressure is diverging sharply by category

Dental services were up 5.0% year over year and hospital services 5.2%, compared with 2.0% for physician services.

Updated Sep. 18, 2026 · High confidence
DevelopingReimbursement

The proposed 2027 Medicare fee schedule would lower the physician conversion factors

CMS proposed 2027 conversion factors of $33.17 for qualifying APM participants and $32.84 for other clinicians, both below 2026.

Updated Sep. 18, 2026 · High confidence

Health & Wellness.
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