DIAL IN & MATERIALS: 3Q12 MACRO THEMES AND PRESENTATION

Valued Client,

5-10 minutes prior to the 11AM EST start time please dial:

(Toll Free) or (Direct)

Conference Code: 142354#

Materials: "Q3 MACRO THEMES AND PRESENTATION"

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

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"Q3 MACRO THEMES AND PRESENTATION"

This Wednesday, July 11th at 11am EST, the Hedgeye Macro Team, led by CEO, Keith McCullough, and DOR, Daryl Jones, will be hosting our 3Q12 Macro Themes Call.    

Topics will include:  

  • Growth Slowing's Slope - Our fundamental view is that growth will come in lower than expectations across a collection of major economies - including the U.S. We refute the notion of the U.S. decoupling and will present the main indicators that signal a higher probability of equities crashing from here. 
  • The Cliff - We analyze the assumptions embedded in consensus/CBO forecasts regarding the "fiscal cliff" and offer our view on how heightening uncertainty regarding this event should impact global financial markets. Further, we discuss the question: will slower domestic growth pull forward the debt ceiling debate and introduce uncertainty on a fiscal cliff resolution? 
  • Obama vs Romney - As elections approach we evaluate the policy impact on the broader economy based on the victor. Could the U.S. look more like Europe if Obama wins? And what asset classes stand to outperform based on the next president?  

ABOUT HEDGEYE

Hedgeye Risk Management is a leading independent provider of real-time investment research. Focused exclusively on generating and delivering actionable investment ideas, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. The Hedgeye team features some of the world's most regarded research analysts - united around a vision of independent, uncompromised real-time investment research as a service.

Please contact if you have any questions.

Regards,

 

The Hedgeye Macro Team