Based on the major impact U.S. policy has on global financial markets, our Macro Team, Financials Team, and Healthcare Team will join forces and dissect the most likely scenarios leading into and out of the 2012 Presidential Election.
CONFERENCE CALL DETAILS
- Wednesday, September 19th
- 11 a.m. EST
- Participant Dialing Instructions:
- Toll Free Number:
- Direct Dial Number:
- Conference Code: 324541#
- Materials will be distributed prior to the call
Our Global Macro research process at Hedgeye focuses on three key factors: growth, inflation, and policy. As our Director of Research, Daryl Jones, has noted, the policy and/or perception of future policy is often the most critical factor to handicap. In the United States, the President, and his or her party (if they control Congress) have the power to set the economic agenda and fiscal outcomes. Moreover, they appoint the Federal Reserve Board which has increasingly-politicized control of monetary policy.
"In America, anybody can be president. That's one of the risks you take."
-Adlai E. Stevenson