Any possible settlement clearly involves UST modifying/canceling the SPSA, and POTUS controls UST, and he and his advisors may be considering the following:
CONS
(1) Do I really want to give the opposition party ammunition for the upcoming Georgia US Senate race? (i.e., they will spin the cancelation of the SPSA as a giveaway to Paulson and the fat cat hedge funds).
(2) Will this hurt or help me if I run again in 2024?
(3) I will lose a shot at having another opportunity to expand on the Unitary Executive principle, with a conservative leaning SCOTUS.
(4) In theory, the court could overrule Humphrey's Executor in Collins, which has been a thorn in the side of conservatives since the 1930's.
PROS
(1) I could possibly extend MC's term out to 2024 and influence a significant part of the US economy.
(2) My administration has always wanted them out of government control.
(3) Do I really want to see MC replaced early next year and let the other party have significant control over the twins?
(4) Do I want to give them funding via the Net Worth Swipe to fund their programs?
(5) It is the right thing to do.
POTUS could avoid CON 1 by settling AFTER the Georgia Senate race, but SCOTUS may not be pleased.
I am pretty sure MC and SM were aware of the possibility of a new administration from Day 1 and probably already had a rough outline of Plan B, but we will see what happens.
IF there is a settlement, I would imagine that it would be announced after the "market" closes on a Friday.
Is there ever a dull moment with this one?