As Trump, GOP grow leery of Medicaid cuts, here’s who may foot tax-cut bill - MarketWatch
1. Congressional Republicans clash over using Medicaid cuts to finance tax cuts. HCA may benefit if cuts remain gentle. 2. House resolution mandates $1.5T in spending cuts through Medicaid reforms. This could stabilize funding for hospital operators. 3. HCA and peers could see improved cash flows with mild Medicaid reforms. Stable policies support reliable patient volumes. 4. Rising federal debt fuels bond vigilante concerns over inflation. Market reaction may favor healthcare stocks.