"While the conventional wisdom in the foreign policy community in Washington is that the Iran nuclear deal will survive under the Trump Administration, our contacts in the White House tell us the future of the Iran deal is hardly a settled point," writes Hedgeye Senior Energy Policy analyst Joe McMonigle.

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DONALD OF ARABIA: Trump’s Successful Middle East Trip Raises Risk to Iran Nuclear Deal & Oil Market

In April, President Trump ordered a review of the policy, and Secretary of State Tillerson reiterated during the Middle East trip that the Iran nuclear deal is still “under review” by the administration. After the President's trip to Riyadh this week, what's next?

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The Death of King Dollar? No.

"The key takeaway of our latest study is that rumors of King Dollar’s death have been greatly exaggerated," writes Hedgeye Senior Macro analyst Darius Dale.

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"If Trump cares about staying in the good graces of those who put him in office, he will fight the temptation to pivot on the Fed," writes former Fed advisor Danielle DiMartino Booth. Time to start filling those three open seats on the Federal Reserve Board.

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Glass Half Full OPEC Meeting

"As we have said in our previous notes in the run-up to the OPEC meeting, we believe OPEC had very little choice but to extend the agreement," Hedgeye Senior Energy Policy analyst Joe McMonigle writes.

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Cartoon of the Day: Politics or Process?

Follow credible people who don't have a political agenda in all that they do. Live a happier life!

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"Whatever you do, do not report that the Nasdaq and S&P 500 are making all-time highs (again)," writes Hedgeye CEO Keith McCullough this morning. Rather than staring at partisan headlines, consider the facts. Here it goes...

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Inside Hedgeye CEO Keith McCullough's Macro Notebook Today...

This is a sneak peek inside Hedgeye CEO Keith McCullough's macro notebook, an early morning note sent to subscribers each day.

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Poll of the Day: What's The LIKELIEST Next Stop For Oil Prices?

What do you think? Cast your vote. Let us know.

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"It is our opinion that the better long term strategy for protection against a sharp rise in volatility might simply be long gold," writes Stefan Wieler of Goldmoney.

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An Update on Housing: The Easter Bunny Strikes (Again)

Believe it or not the Easter holiday is hitting the April housing data. Hedgeye U.S. Macro analyst Christian Drake breaks down this interesting phenomenon.

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Cartoon of the Day: Weatherbear

While stock market bears beg for rain, the sun continues to shine on equity markets.

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"Och Ziff (OZM) stock now has all the attributes of a great long position for intermediate-term holders: sentiment and stock performance are at the lowest levels in the company's history," writes Hedgeye Financials analyst Jonathan Casteleyn.

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Ahead of OPEC's Meeting This Week: Longer Not Deeper

"As we approach the OPEC meeting on Thursday, there have been some concerns about two possible surprises at the meeting – Iraq and potential deeper cuts," writes Hedgeye Potomac Energy Policy analyst Joe McMonigle. Here are McMonigle's thoughts.

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Why Budget Director Mick Mulvaney Rejects Economic Reality

In a passionate explanation, OMB Director Mick Mulvaney asserted the foundation of Trumponomics is sustained 3% economic growth. Not happening, says Mike O'Rourke of JonesTrading.

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"If you want to be bearish on something that’s actually been making you money for the last 3 months, stay with Reflation’s Rollover," writes Hedgeye CEO Keith McCullough.

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Steiner: ‘There’s An Enormous Bull Market Coming for Housing’

The Millennial generation has officially surpassed Baby Boomers as America’s largest living generation. Hedgeye Housing analyst Josh Steiner digs into this evolving trend and explains what it all means for investors.

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Trump's Budget Proposal To Cut Strategic Petroleum Reserves Is Unlikely

Trump's proposal to cut Strategic Petroleum Reserves in half is more about raising revenue than rising domestic production. We think it’s highly unlikely that Congress enacts the President’s proposal to cut the SPR.

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The VIX, a proxy for investors' expectations of equity market volatility, continues to get smashed as stocks continue higher.

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