Join us this Tuesday, July 1st at 11:00am ET when Hedgeye CEO Keith McCullough presents our flagship Q3 2025 Macro Themes.
During this 60-minute webcast, McCullough will walk investors through a deep slide deck explaining the 3 major themes we believe will drive returns in the months ahead—and how to capitalize on them over multiple durations: Trade (immediate-term), Trend (3+ months), and Tail (longer-term).
Here’s what we’re covering in Q3:
Inflation’s Re-Acceleration (USA):
- We’ll map the full Quad progression from Jan → July and detail what comes next.
- With inflation showing risk to the upside…
- Structural market changes intensifying…
- Macro/Policy catalysts converging this summer…
- You need a roadmap to position confidently ahead of the big shifts.
Global #Quad2 Remains:
- Despite tariff noise, global growth has held firm.
- Trade didn’t retreat—it rerouted.
- India, Belgium, Australia, and others are now thriving.
- And with the U.S. dollar still down double digits from its peak, the global backdrop remains supportive.
- We’ll show you where the strength is—and what might crack first.
Policy Impact (Tariffs, Tax Cuts, Stablecoins):
- Q3 is the in-between quarter—post-DOGE and pre-Tax Cuts.
- This is when the impacts of 1H policy frictions begin to show up in both growth and inflation.
- We’ll walk through the sequencing and effects—from tariff timelines to Stablecoin regulation to debt-driven fiscal risk.
WEBCAST DETAILS
- Tuesday, July 1st, 2025 at 11:00AM ET
- Available Live & On-Demand
- Speakers:
- Keith McCullough: Founder and CEO
- Josh Steiner: Financials and Macro Analyst
- Access Link
- Not sure if you have access? Schedule A Walkthrough
