CALL INVITE: Quarterly Policy Themes Call - September 21 @ 2pm

Emily Evans

We will be hosting our Quarterly Policy Themes Call Thursday, September 21st at 2 pm. Led by our Macro Policy Analyst JT Taylor and Health Care Analyst Emily Evans, this presentation will be a conversation with our policy team as they provide insight on major policy issues developing in Washington. It is crunch time for Congress who has a jammed packed legislative agenda ahead. Over the next three months, they must address an FY18 budget, appropriations, tax reform and maybe even health care reform.

 Q4 2017 MACRO THEMES OVERVIEW:

  • Senior Macro Policy Analyst JT Taylor: With the 2017 clock winding down and bipartisanship in the air, what is the state of play for Republican budget and tax reform efforts?
  • Senior Health Policy Analyst Emily Evans: Does Cassidy-Graham-Heller have legs and will we finally see some portions of the ACA repealed? Is bipartisan cooperation possible? Are Congressional actions all just a big head fake and the radicalism of the FDA and CMS what drives the agenda?
  • Senior Telecom Analyst Paul Glenchur: What actions will regulators take to encourage more rapid and aggressive investment in next generation wireless infrastructure?
  • Senior Defense Analyst Emo Gardner: What is the state of play for the Pentagon budget?
  • Senior Energy Analyst Joe McMonigle: Will Trump withdraw from the Iran nuclear deal and what does it means for oil and OPEC?

Video instructions will be available next week.

Participating Dialing Instructions

Toll Free:

Toll:

UK: 0

Confirmation Number: 13668878

Trending

Macro Monday: The River Runs Hot — Rates, Inflation & Europe

FLASHBACK: Real-Time Alerts NAILS $MP

Macro Monday: Interest Rates, S&P Resilience & Volatility — Navigating the Post Jobs Report Setup

GEOPOLITICS | McCausland: THE FUTURE OF U.S.-INDIA RELATIONS: ALLIES BY INTEREST, NOT BY DESIGN

CHART OF THE DAY: Long INFLATION Accelerating
Market Insights

The Macro Show Highlights: September 15, 2017

The Upshot of This Week's Not So Pretty Economic Data

6 Big Market Changes And What They Mean

Cartoon of the Day: Poor Bears

Gundlach Dead Wrong on Stocks
You're Leaving Hedgeye Risk Management...

By selecting this link, you are now leaving the Hedgeye Risk Management (“HRM”) website. The following website contains information concerning investment products managed by Hedgeye Asset Management (“HAM”), an affiliate of HRM, or a firm partnering with HAM, and is subject to HAM’s Privacy Policy. As a separate legal entity, all HAM asset management services are made independently by portfolio managers at HAM and, as such, funds may vary from HRM research.

HRM is not responsible for the accuracy or completeness of information on external websites. HRM does not make any representation regarding the advisability of investing in any investment product or any particular investment advisory. Any opinions or recommendations from linked websites are solely those of our affiliate and are not the opinions or recommendations of HRM.

HRM DOES NOT PROVIDE PERSONALIZED INVESTMENT ADVICE OR ENGAGE IN ANY ASSET MANAGEMENT SERVICE. LASTLY, THIS LINK IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT, OR THE SOLICITATION OF ANY ADVISORY SERVICES.

CONTINUE TO HEDGEYE ASSET MANAGEMENT

Thank You! Your request has been received.

You have been added to our Market Brief.

By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails. All hedgeye products and services are subject to Hedgeye's Terms of Service available at www.hedgeye.com//terms_of_service

Thank You!

Your request has been received.

CONGRATULATIONS

You're well on your way to becoming a better investor.

Check your email & get started today!