Takeaway: We are hosting a conference call on Thursday, June 16th at 1:00 PM ET to introduce our Demography Sector and review some key topics.

We are pleased to welcome Neil Howe as the new Sector Head of Hedgeye Demograpy. For access to Thursday's call, please email sales@hedgeye.com

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Join us on Thursday, June 16th at 1:00PM ET when Neil Howe will be launching his new Demography Sector and explaining both his method and the range of issues he will cover. Here we will focus (near term) on the jobs slowdown and the surprising 2015 vital statistics release. We will also focus (long term) on population growth, the housing market, productivity growth, and possible outcomes for long-term rates. Questions about Neil's views on how generational changes are shaping the 2016 election year mood are invited. Please contact  for additional information.

watch the replay below

Call Details

Demography is a big word with fuzzy boundaries. Yes, it certainly includes long-term population trends. But it can also include breaking data on anything "people" are doing or feeling. Our Demography Sector will overlap with every other sector. But it will focus less on individual firms than on industries, product themes, sentiment trends, measurable shifts in the popular mood, and inflection changes in the macro numbers.

 Key points to be discussed:

  • Neil's background and overall method; range of issues the Sector will cover. 
  • What do the breaking jobs numbers say about the economy: Healthy growth? Impending recession? Hitting the NAIRU wall?  Thoughts on jobs, Brexit, and another Fed hike.
  • Unhealthy trends: Deaths up, births down. A look at the disturbing CDC early report on U.S. vital statistics in 2015.
  • A long-term housing forecast--overall bearish, but with some bullish hot spots. We start with realistic demographic projections... and then add a generational overlay.
  • Reflections on stubborn downward trend in long-term rates: What Mr. Market may be supposing about future growth in prices, population, and productivity. 

We look forward to seeing you.