Market Insights

02/14/24 07:59 AM EST

CHART OF THE DAY: Framing the Inflation Outlook – A Three-Part Series

Josh Steiner, CFA

This chart from today's Early Look by Josh Steiner shows easing base effects for March through July, creating upside pressure/risk to inflation.

After two months of benign conditions in August and September, base effects ease sharply through January 2025.

Keith McCullough will give a full update of our economic outlook in today's 1Q Mid-Quarter Macro Themes update at 11:00 am ET. This presentation is available exclusively to our Institutional and “Macro Pro” subscribers. If you’re interested in learning more and upgrading to “Macro Pro” CLICK HERE.

WATCH NEXT:

Growth + Inflation Slowing: 'China A Perfect Example of Quad 4'

McCullough: Don't Be Fooled By U.S. Government's Economic Numbers

Win-Win: Our Analysts' Long $AMZN + Short $AAPL Calls Confirmed

HELPFUL LINKS:

WATCH | Get 10 Stock Picks on The Call @ Hedgeye

Join New Subscriber Orientation

New Conference: Hedgeye Live 2024 May 2-5

Hedgeye University | Become a Better Investor

Hedgeye Education Center | Learn More About Hedgeye

05/08/24 03:32 PM EDT

Cartoon of the Day: The Wizard of Cluelessness

05/08/24 09:35 AM EDT

STRUCTURED INVESTMENT PRODUCTS PART 2

05/08/24 08:09 AM EDT

CHART OF THE DAY: HFLAR

05/08/24 07:37 AM EDT

Introducing Sector Shows → Watch HedgeyeTV, Make Money

05/07/24 03:25 PM EDT

Cartoon of the Day: The USA's Special K

05/07/24 09:26 AM EDT

Structured Investment Products Part 1

View More Macro Insights

NEW WEBCAST SERIES | "Rooster Reacts"

ICYMI: Steph Pomboy + Keith McCullough

Capitalizing on Big Oil Earnings Moves | $CVX $XOM

Cartoon of the Day: Nothing New

EDUCATIONAL CONCEPT: THE TREASURY GENERAL ACCOUNT

Market Insights

Black Book Presentation: Our Current Short Case for $DE, $AGCO, $LNN, $CF, $NTR

CHART OF THE DAY: Position Size to Perfection

Cartoon of the Day: Do You Believe The Fed?

We Remain Bullish on DraftKings $DKNG

Car Dealer Profitability Eroding