CALL REPLAY | TAX REFORM & RETAIL - CATCH OUR REPLAY

12/15/17 03:15PM EST

JT Taylor and Emily Evans joined a call hosted by Hedgeye's retail team featuring Jeremy McLean and Daniel Biolsi to review the state of the tax bill and our expectation of the impact on the retail ecosystem.

WATCH THE REPLAY HERE.

Key Topics Include: 

Tax Reform State of Play
-Timeline
-What's in, what's out, what's to be determined
-Where funds are sourced vs used

Corporate Tax Cut
-Expected rate
-Will retail compete it away
-Who are the biggest winners

Foreign Earnings Impact
-Interest deduction
-Earnings of foreign subsidiaries
-Repatriation
-Impact on our top short idea HBI

Impact on the Consumer
-Impact on spending power
-High End / Low End consumer impact
-Urban/Suburban/Rural dynamics
-Housing impact

Call or email us with questions.

JT Taylor
Managing Director
Macro Policy
Ext. 273

@HedgeyeDC 

Emily Evans
Managing Director
Health Policy



@HedgeyeEEvans

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