LIVE Q&A
Please submit your questions via , and see below for what we've got queued up to start; recent Position Monitor updates will be covered.
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Hedgeye House Call + Q&A Please join us on Monday, July 11 at 2 PM ET - Add to Outlook Health Care Subscribers: CLICK HERE for event details (includes video and materials link) |
THEME & TICKER UPDATES For Monday
We'll review the latest Macro, Industry, Factor, and Stock level details relating to our coverage of the US Medical Economy.
Some highlights include:
Estimate Momentum - Heading into 2Q22 earnings, estimate momentum continues to slow. Coming out of Omicron the Health Care Macro data the
ACHC- Our ACHC Provider Tracker data has been pointing to a strong 2Q22. BLS employment report had some additional positives on psychiatric and substance abuse treatment sectors on easing wage growth and demand.
AMN - Our wage tracker has come off the highs hit during the peak of Omicron.
TXG - NIH Award trends continue to forecast a weak 2Q22 and a weakening 2H22.
Q&A - This is always the best part of the show. We learn a lot by answering your questions. Please feel free to send your questions in ahead of time, and we'll make sure they are in the queue, asked, and answered.
As always, all data is available upon request, and reach out to with any inquiries.
