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If you missed our call catch the full replay here.

We hosted our Quarterly Policy Themes Call July 19th at 3:00PM ET. Led by our Macro Policy Analyst JT Taylor and Health Care Analyst Emily Evans, this presentation is an in-depth conversation with our policy team as they provide insight on major policy issues developing in Washington. We are halfway through the first year of the Trump era with markets still pushing highs despite a barrage of political bombshells consuming Washington and the media. Republicans are down to the wire on health care - with FY18 budget/appropriations, tax reform and the debt ceiling hanging in the balance.

 Q3 2017 MACRO THEMES OVERVIEW:

  • Senior Macro Policy Analyst JT Taylor: Will the Republican struggle to pass health care reform and a budget endanger enactment of tax reform?
  • Senior Health Policy Analyst Emily Evans: What is the future of the ACA? What are the near, intermediate and long term outlooks?
  • Senior Telecom Analyst Paul Glenchur: What are the competition policy implications of cable entry into the wireless services market?
  • Senior Defense Analyst Emo Gardner: What is the impact of the current budget fight on defense industry?
  • Senior Energy Analyst Joe McMonigle: Will Trump withdraw from Iran nuclear deal and what it means for oil and OPEC?