THIS WEEK:
- Both the House and Senate are in session.
- The House Ways and Means Committee will markup the Tax Cuts and Jobs Act.
- The Senate Finance Committee is expected to release their own draft of tax reform at the end of the week.
- President Trump is on an 11-day trip throughout Asia.
MONDAY, NOVEMBER 6:
- HEDGEYE EVENT - Join us as our policy team presents their Black Book on Tax Reform: Is it real this time? We will provide a comprehensive overview of House Republicans' tax reform package including significant provisions, political obstacles, the timeline to passage, and the probability of success at 2:00 PM ET. GET THE DETAILS HERE.
- House Ways and Means under the direction of Chair Kevin Brady will begin markup on their first draft of tax reform at 12:45 PM.
TUESDAY, NOVEMBER 7:
- These Senate Committees will consider nominations: Homeland Security and Governmental Affairs at 9:30 AM and Armed Services at 10:00 AM.
- The Senate Banking, Housing, and Urban Affairs Committee will consider a bill to impose sanctions with respect to the Democratic People's Republic of Korea.
- The Senate Commerce, Science, and Transportation Committee will hold a hearing on expanding technology to rural areas at 10:00 AM.
- The House Committee on Energy and Commerce will hold a hearing on the Energy Star Reform Act of 2017 at 10:00 AM.
- The House Committee on Natural Resources will examine recovery efforts in Puerto Rico at 10:00 AM.
- The House Committee on Financial Services will continue their hearing series on housing finance reform at 10:00 AM. Followed by a hearing on “Examining Federal Reserve Reform Proposals” at 2:00 PM.
- The House Committee on Natural Resources will hold a hearing on federal lands’ energy policy at 2:00 PM.
- The House Committee on Natural Resources will markup the Bipartisan Offshore-Onshore Energy Bill at 5:00 PM.
WEDNESDAY, NOVEMBER 8:
- HEDGEYE EVENT - Join us at Macrocosm® NYC: Politics & Portfolios on November 8, 2017 in NYC. Hedgeye Potomac Research’s exclusive macroeconomic conference. It features valuable insight and perspective from some of the world’s smartest minds on the most important economic, political, and market-based developments and risks facing institutional investors. GET THE DETAILS HERE.
- The Senate Commerce, Science, and Transportation Committee will consider S.1693, S.1668, and several nominations at 9:45 AM; to be immediately followed by a hearing to examine protecting consumers in the era of major data breaches.
- These Senate Committees will consider nominations: Environment and Public Works at 10:00 AM and Homeland Security and Governmental Affairs at 10:00 AM.
- The Senate Judiciary will examine lawsuit abuse on small businesses and job creators at 10:00 AM.
- The House Committee on Energy and Commerce will hold a hearing titled, “MACRA and Alternative Payment Models: Developing Options for Value-based Care” at 10:00 AM.
- The House Committee on Natural Resources will markup the Bipartisan Offshore-Onshore Energy Bill at 10:00 AM.
- The House Committee on Financial Services is holding a hearing on the Administration’s priorities for international financial institutions at 10:00 AM and then will hold a hearing on the Treasury’s role in safeguarding the financial system at 2:00 PM.
THURSDAY, NOVEMBER 9:
- These Senate Committees will consider nominations: Agriculture, Nutrition, and Forestry at 9:30 AM, Armed Services at 10:00 AM, and Homeland Security and Governmental Affairs at 10:30 AM.
- The House Committee on Financial Services is holding a hearing on sustainable housing finance at 9:00 AM.
- The House Energy and Commerce Committee is holding a hearing on the Farm Regulatory Certainty Act at 10:15 AM.
FRIDAY, NOVEMBER 10:
- The House and Senate will be out for Veteran’s Day.
CALL INVITE | THEMES & TOP IDEA UPDATE (TODAY @ 10 AM ET): Our Senior Health Analyst Emily Evans is hosting a video conference call. The awakening Medicare mix problems on 3Q17 earnings calls come just in time for the release of Medicare final rules and tax reform. Get more details here.
EVENT: CONFERENCE CALL ON US SOLAR TARIFFS CASE WITH FMR CEO OF SOLAR ENERGY ASSOCIATION: Our Senior Energy Analyst Joe McMonigle writes Trump wanted trade tariffs. The ITC just recommended tariffs on Chinese solar panels as Trump visits China Wednesday. Read the full piece here.
WAR PROBABILITY IN KOREA ASSESSED AS 7 ON A 10 SCALE: Our Senior Defense Analyst Emo Gardner writes that military officials see a very near term "fork in the road" in the potential path to war in Korea. Read the full piece here.
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.
