If This Is It: Pivotal Week For NATO, USMCA, Iran & Legislative Agenda

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If This Is It: Pivotal Week For NATO, USMCA, Iran & Legislative Agenda

TD Securities (USA) LLC DC DOWNLOAD

June 23, 2026

■WRG Washington Strategy If This Is It: Pivotal Week For NATO, USMCA,

Iran & Legislative Agenda

Chris Krueger THE TD COWEN INSIGHT

202 868 5307 ■4 events this week to watch, which could shape the policy-front through the summer:

christopher.krueger@tdsecurities.com

1 NATO meetings with Trump/Congress in advance of July Summit in Turkey

2 Trump meetings on Weds w/ Senate GOP (reconciliation 3.0 & $78B Iran War Supplemental)

3 Iran ceasefire talks in Switzerland; 60-day sanctions waiver for Iranian oil sales through Aug

4 USMCA discussions

Now you're pretending

That it's not ending

You'll say anything to avoid a fight

NATO. NATO chief Mark Rutte arrives in D.C. today ahead of crunch talks w/ Trump on

Wednesday & Congressional members on Thursday. This meeting is to help level set the NATO

Summit in Ankara, Turkey on July 7-8 that Trump will be attending.

Since the Epic Fury strikes began in late February, Trump has targeted the leaders of Britain,

France, Germany, Italy & Spain in Social Media posts for refusing military base access,

among other items. U.S. troop deployments to Germany & Poland were also canceled without

warning.

Trump & Senate. Between endorsing the primary challengers to Sens Cassidy (R-LA) & Cornyn

(R-TX), attacks on Senate Parliamentarian, $1.776B "weaponization fund" & the Bill Pulte DNI

selection, Trump has now likely alienated enough GOP senators to veto party-line votes.

During his Weds lunch on Capitol Hill, Trump is aiming to align GOP Senators on SAVE America

Act and "reconciliation 3.0" ahead of the August recess and midterm elections.

Iran. The Strait of Hormuz remains restricted, though ships are passing through for now.