HEDGEYE TV
In Part 2 of Real Conversations with Larry Kudlow, the CNBC senior contributor squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and TIPs are forecasting higher prices.
https://www.youtube.com/watch?v=5WxuwsA1oXw
In this excerpt from our Q3 Macro Themes call on July 11, Keith discusses #VolatilityAsymmetry. $VIX is up 50% since it was named a Q3 Macro Theme.
https://www.youtube.com/watch?v=AIzymOhmd_Y
CARTOON
GDP Reality Check
US GDP for the first half of 2014 is 0.87% annualized (Old Wall was looking for +3-4%) and is slowing again sequentially in Q3.
CHART
GDP Newsflash: It's Q3
To be fair to the 2014 US Growth Bulls who are looking for +3-4% GDP and a 10yr Yield > 3%, with a Q2 +4% bounce off of one of the worst Q1s since WWII on an annualized basis, 1st half of the year GDP in the US wasn’t negative. It was +0.87%.
POLL
On Wednesday we asked if you were bullish or bearish on Chinese equities. As of 4pm on Friday 8/1, 69% of participants are BULLISH. In the video below, Senior Macro Analyst Darius Dale outlines Hedgeye's own bullish thesis.
https://www.youtube.com/watch?v=DHitNq2ROgQ
Cast your vote below.