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Hillary's Headache... Trump's Triumph... & Why $50 Oil Creates Tension At Next Week's OPEC Meeting

Hillary's Headache... Trump's Triumph... & Why $50 Oil Creates Tension At Next Week's OPEC Meeting - capital brief

In this morning's Capital Brief, Hedgeye Potomac Chief Political Strategist JT Taylor discusses the State Department’s IG released an in-depth report regarding Hillary Clinton’s controversial email use when she was Secretary of State. Also analyzed: Donald Trump clinching the GOP nomination; whether Bernie Sanders debate Trump; and what to expect ahead of OPEC's meeting next week.

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Cartoon of the Day: The Writing On The Wall

Cartoon of the Day: The Writing On The Wall - Bull case cartoon May 2016

With a "0" in front of GDP and S&P 500 earnings growth -8.5% year-over-year, the writing is on the wall for investors.

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The Good Stuff: Reports and News Articles you May Have Missed This Week

Welcome to the long weekend! Need a little poolside media? Below is our list of the week's most interesting articles on healthcare and a little Maren Morris to rock you through them.

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The Energy Election: Trump Provides More Clues on Energy Priorities in North Dakota Speech

The Energy Election: Trump Provides More Clues on Energy Priorities in North Dakota Speech - trump 44

Energy promises to play a big role in the 2016 presidential election and will provide sharp contrasts between the candidates on energy policies. The November election will be a key catalyst on several issues of interest to investors. This is the first in a series of client notes on The Energy Election.

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Steiner: ‘China Is An Enormous Systemic Risk’

In this brief excerpt from The Macro Show earlier today, Hedgeye Financials analyst Josh Steiner discusses why the “unbelievable rate of credit growth” in China is now slowing and why it could pose risks for investors long the stock market.

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FYI: Using Fed's Inflation Measure GDP Would Be Negative

FYI: Using Fed's Inflation Measure GDP Would Be Negative - GDP cartoon 02.29.2016

With a "0" in front of GDP and S&P earnings growth -8.5% y/y, should the Federal Reserve raise rates in June? There's no debating the earnings recession anymore but with Macro consensus predicting 2Q16 GDP growth of +2.3%  and the Atlanta Fed’s GDPNowcast at 2.9%, so it's worth reviewing our #GrowthSlowing call. Today's update on 1Q16 GDP was revised up to 0.8% versus the first estimate of 0.5%. That's misleading.

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Just Awful: An Update On S&P 500 Earnings

Just Awful: An Update On S&P 500 Earnings - empty pockets

A total of 491/498 S&P 500 companies have reported aggregate sales and earnings growth down -2.3% and -8.5% respectively.

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Daily Market Data Dump: Friday

Daily Market Data Dump: Friday - magnifying

A closer look at global macro market developments.

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Behind The No-Volume Month-End Markup & An Update On Volatility

Behind The No-Volume Month-End Markup & An Update On Volatility - Volatility cartoon 09.02.2015

Isn't it funny that on up days market volume disappears? Here's volume and volatility analysis via Hedgeye CEO Keith McCullough in a note sent to subscribers earlier this morning.

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Fed-Induced Hyperventilation: A Buying Opportunity

Fed-Induced Hyperventilation: A Buying Opportunity - Yellen cartoon 04.06.2016

The anxiety in macro markets is palpable. Following last week's Fed minutes, Long Bonds backed up a bit as the hawkish commentary filtered into Treasuries. Meanwhile, the cabal of pro-rate hike regional Fed heads made the media rounds talking up two, even three, rate rises this year.

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