THIS WEEK:
- The Senate is out until Monday, October 16th. However, they are expected to spend this week firming up support for the FY18 budget with a target of passage the following week.
- The House is expected to discuss outlawing bump stocks.
- The Trump Administration is expected to initiate steps to dismantle the Iran nuclear deal.
- The House is expected to pass legislation granting the White House’s request for an additional $29 billion in hurricane relief funding.
MONDAY, OCTOBER 9:
- The House Committee on Agriculture will hold a hearing on the 2018 Farm Bill at 10:00AM.
TUESDAY, OCTOBER 10:
- HEDGEYE GOES TO AUSA OCTOBER 10 IN WASHINGTON, DC: Hedgeye’s Senior Defense Analyst Lt. Gen Emerson “Emo” Gardner is hosting a defense day in Washington.
- The Senate will convene for a pro forma session at 9:15AM.
- The House Committee on Rules will hold a hearing on the Dr. Chris Kirkpatrick Whistleblower Protection Act of 2017 at 5:00PM.
WEDNESDAY, OCTOBER 11:
- HEDGEYE ENERGY CONFERENCE: DEPUTY ENERGY SECRETARY AND FORMER OPEC PRESIDENT HEADLINE OCTOBER 11 IN NEW YORK CITY: Our Senior Energy Analyst Joe McMonigle is hosting a Hedgeye energy conference in New York City. Topics include regulating pipelines, grid reliability and energy infrastructure in the Trump Administration - as well as an OPEC meeting preview. Get the event details here.
- House Ways and Means Chair Kevin Brady (R-TX) is expected to host Canadian Prime Minister Justin Trudeau for a discussion on NAFTA.
- The House Committee on Agriculture will hold a hearing to examine the 2017 agenda of the Commodity Futures Trading Commission.
- The House Committee on Energy and Commerce will be "Examining How Covered Entities Utilize the 340B Drug Pricing Program" at 10:00AM.
- The House Committee on Financial Services will be marking up over 20 pieces of legislation at 10:00AM.
- The House Committee on Foreign Affairs will hold a hearing on Iran.
- The House Committee on Energy and Commerce will hold a meeting on the opioid crisis.
- The House Committee on Natural Resources will hold a hearing on a bill regulating the outer continental shelf.
- The House Committee on Energy and Commerce will markup a bill to, “amend the Communications Act of 1934, to reauthorize appropriations for the Federal Communications Commission to provide for certain procedural changes to the rules of the Commission to maximize opportunities for public participation and efficient decision making and for other purposes.” at 2:00PM
THURSDAY, OCTOBER 12:
- The House Committee on Financial Services will hold a hearing on “The Future of Housing in America: Oversight of the Department of Housing and Urban Development” at 9:30AM.
- The House Committee on Natural Resources will consider two bills at 10:00AM.
- The House Committee on Homeland Security will hold a hearing on North Korea at 2:00PM.
- Speaker of the House Paul Ryan (R-WI) will deliver a speech on tax reform.
FRIDAY, OCTOBER 13:
- The House Committee on Natural Resources will hold a hearing on onshore energy policy at 9:00AM.
Our Catalyst Calendar contains major policy dates and deadlines in Washington in addition to Hedgeye’s policy events. We will be updating the calendar as information changes and new dates are put on the books. YOU CAN FIND IT HERE and on our website.
TRUMP TO DE-CERTIFY IRAN NUCLEAR DEAL NEXT WEEK: Our Senior Energy Analyst Joe McMonigle writes that the White House plans a speech on October 12th to announce the U.S. pulling out of the Iran deal - a catalyst for U.S. sanctions on one million barrels per day of Iranian crude. Read the full piece here. We also hosted a flash call - listen to the replay here.
ARMY TO EMPHASIZE MODERNIZATION OVER GROWTH; ANNOUNCES SIX PRIORITIES: Our Senior Defense Analyst Emo Gardner writes that Army leadership streamlines its modernization bureaucracy; intends to trade size for modernity and lethality. Read the full piece here.
ATTACKING NET NEUTRALITY IN THE SUPREME COURT (CMCSA, CHTR, T, VZ, CTL, S, TMUS): Our Senior Telecom Analyst Paul Glenchur writes - a Supreme Court review of Obama era net neutrality rules could kill off common carrier broadband regulation even if Democrats win in 2020. Read the full piece here.
#ACA2.0 | HEALTH CARE EMPLOYMENT +2.0% IN SEPTEMBER: Our Senior Health Analyst Emily Evans writes - health care and hospital employment continue their downward trend at +2.0% and +1.6% YoY in September. Read the full piece here.
EFFECTS OF PAMA: NOT AS BAD AS YOU THINK BUT STILL NOT GOOD | RELIEF UNLIKELY: Our Senior Health Analyst Emily Evans writes that reimbursement for the top 25 tests is likely to decline about six percent in 2018; subsequent years are more bleak. Read the full piece here.
