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Q2 KEY MACRO THEMES REPLAY PODCAST & SLIDES

Q2 KEY MACRO THEMES: FINDING STABILITY AMID HEIGHTENED VOLATILITY  

REPLAY PODCAST & SLIDES

Today, April 15, 2011, 11am EDT

 

Valued Client,

 

Hedgeye's Macro Team, led by CEO Keith McCullough and Managing Director Daryl G. Jones, recently hosted their quarterly themes conference call. The key topics included: 

  • Year of the Chinese Bull (Bullish on Chinese equities and the Chinese yuan)
  • Deflating the Inflation (Inflation Scenario Analysis)
  • Indefinitely Dovish (U.S. Interest Rate Scenario Analysis)

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Replay Podcast:

http://www.hedgeye.com/feed_items/12926

 

Presentation Slides:

http://docs.hedgeye.com/2Q11%20Key%20Macro%20Themes2.pdf

 

If either hyperlink fails to work, please copy & paste it into the URL of your browser.

 

Regards,

 

The Hedgeye Macro Team