HEDGEYE MACRO & FINANCIALS: WHAT'S NEXT FOR THE FED?: DIAL IN & MATERIALS

HEDGEYE MACRO & FINANCIALS: WHAT'S NEXT FOR THE FED?  

AND WHAT ARE OUR TOP FINANCIALS LONGS AND SHORTS IN THAT SCENARIO

DIAL IN & MATERIALS
TODAY, JUNE 9, 2011, 11AM EDT

 

Valued Client,
 
5-10 minutes prior to the 11 AM EDT start time please dial:

(Toll Free) or (Direct)
Conference Code: 848675#

Materials: http://docs.hedgeye.com/Macro%20Financials%202.pdf

                 
To submit questions for the Q&A, please email .

****************************************************************************** 

 

"WHATS NEXT FOR THE FED?"  

 

Some of the key topics we will be addressing in this presentation include: 

  • A refresher on our Q2 theme Indefinitely Dovish, which postulates lower interest rates much longer than consensus expects.
  • What are the trigger points for QE3? And does inflation matter?
  • Why the Fed's Indefinitely Dovish policy is about to go from a tailwind for the Financials to a headwind.
  • Not all Financials are positioned equally. We look at which Financials are best (and worst) prepared.
  • A look at hidden sources of interest rate exposure that aren't on most investors' maps.  

Please contact if you have any questions.  

Regards,

 

The Hedgeye Macro Team


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