As we move deeper into Q2, the market is shifting—and Hedgeye is here to help you front-run the moves that matter. This Thursday, May 8 @ 11am ET, Keith McCullough and the Macro team deliver their Mid-Quarter Macro Themes Update—reserved exclusively for institutional clients, Macro Pro, and Pro Risk Manager members.
If you’re serious about protecting capital and capturing alpha in this volatile environment, this call is your edge.
Keith and our Macro team will cover:
1. When Does USA’s Quad4 Bottom?
Our early Q1 call to pivot into Quad 4 continues to prove prescient. But what’s next? Get a first-hand look at:
- Updated quads outlook as we push into the 2nd half of 2025
- An update on growth/inflation deceleration—and when those trends are likely to reverse
- The impact of fiscal, monetary, and trade policy changes
2. When Does Global Quad2 Top?
From Asia to Europe, international equity markets stand at a critical crossroads. Is this a true recovery? We’ll unpack:
- Signs of a Global Quad 2 peak
- How divergent global policy paths will shape capital flows
- Where this global economic expansion will begin to transform—or potentially unravel.
3. Timing Trump Tariffs vs. Tax Cuts
Protect and grow your capital through the volatility. We dive into:
- How to position for unpredictable but impactful policies
- Why a labor-over-capital policy could fuel volatility
- Whether extended tax cuts can counteract policy-induced slowdowns and uncertainty
|
Ready to position for these trends? Unlock full access to Hedgeye's Q2 Macro Themes Update (and more) with Macro Pro. |
Email support@hedgeye.com to upgrade now and get in before Thursday’s call.
