LIVE Q&A
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Hedgeye House Call + Q&A | July 2022 Health Care Subscribers: CLICK HERE for event replay (includes video and materials link) |
THEME & TICKER UPDATES From Monday
We reviewed 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.
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.
As always, all data is available upon request, and reach out to with any inquiries.