THIS WEEK:
- The Senate and House are out for Thanksgiving recess.
- Senate staff will be working intensively during this time on the Tax Cuts and Jobs Act.
- House staff will be focusing on the appropriations fight with the CR expiring on December 8.
- The fifth round of NAFTA negotiations continues.
MONDAY, NOVEMBER 20:
- HEDGEYE EVENT: CONFERENCE CALL: OPEC MEETING PREVIEW WITH FORMER OPEC PRESIDENT AND ALGERIAN OIL MINISTER: Join our Senior Energy Policy Analyst Joe McMonigle for a conference call today, November 20 at 2:00 PM ET. OPEC will decide whether to extend its production cut and for how long at the upcoming Nov. 30 OPEC meeting in Vienna. Get the event details here.
- President Trump will hold a Cabinet meeting where he and Treasury Secretary Steve Mnuchin are expected to give a tax reform update.
- President Trump will have lunch with VEEP Mike Pence and Housing Secretary Ben Carson followed by a meeting with Secretary of State Rex Tillerson and UN Ambassador Nikki Haley.
- A Senate Finance subcommittee is holding a field hearing in San Antonio, Texas at 9:30 AM on modernizing NAFTA.
TUESDAY, NOVEMBER 21:
- HEDGEYE EVENT: CALL INVITE: RUINED PUNCH BOWL? ACA REPEAL MAKES INEVITABLE APPEARANCE IN TAX REFORM: Join our Senior Health Policy Analyst Emily Evans Tuesday, November 21 at 10:00 AM ET for the latest on implications of changes to the ACA on tax reform and vice versa. Get the event details here.
- The White House will hold the annual Thanksgiving ceremony where President Trump will pardon the turkey.
WEDNESDAY, NOVEMBER 22:
- President Trump will spend Thanksgiving weekend at Mar-A-Lago.
THURSDAY, NOVEMBER 23:
- Thanksgiving.
FRIDAY, NOVEMBER 24:
- When the Senate returns next week they are expected to take up the Tax Cuts and Jobs Act, the National Flood Insurance Program, and to confirm a federal judicial nominee.
CALL REPLAY: U.S. SOLAR TARIFFS ON CHINA WITH FORMER CEO OF SOLAR ENERGY ASSOCIATION: Senior Energy Policy Analyst Joe McMonigle hosted a conference call on Friday: Trump wanted trade tariffs and the ITC just recommended them on Chinese solar panels days after Trump’s trip to China and Asia. Get the replay details here.
CALL REPLAY: UPDATE FROM THE FORMER U.S./UN COMMANDER IN KOREA: On the heels of President Trump’s trip to Asia, our Senior Defense Analyst Emo Gardner hosted a call with the four-star former commander of U.S./UN forces in Korea to provide an up-to-date assessment. Get the replay here.
CALL REPLAY: MACRO TAX REFORM UPDATE: If you missed Hedgeye’s Macro team on their latest update on tax reform. Get the replay here.
EVENT: HEDGEYE AT OPEC – JOIN US FOR A PANEL AND RECEPTION IN VIENNA ON OPEC’S NEXT STEPS: Our Senior Energy Analyst Joe McMonigle is hosting a panel in Vienna on November 29 on OPEC’s next steps, geopolitical risks and oil markets. Get the details here.
SINCLAIR BROADCAST GETS AN FCC BOOST (SBGI, TRCO, NXST, FOXA): Our Senior Telecom Analyst Paul Glenchur writes that the FCC will adopt new rules helpful to Sinclair, but the deal for Tribune still has issues. Read the full piece here.
