Why We're Still Bearish on European Equities and the Euro
Hedgeye macro analyst Matt Hedrick explains why we remain bearish on European equities (via EZU) and the Euro (via FXE) and tells us that today’s weak economic data from Europe remains consistent with our bearish take on the region.
Steiner: Why We Remain Bearish on Housing
Hedgeye managing director Josh Steiner highlights why we remain bearish on the U.S. housing market.
At The Beach
Is the bull in danger of getting burned?
Muscle vs. Russell
The 2014 Macro Score: Long Bond $TLT +14% vs Russell 2000 -2%.
Take The Fed's Growth Forecasts At Your Own Risk
“Year after year we have had to explain why the global growth rate has been lower than predicted.” -Fed vice chairman Stanley Fischer
Is Long High-Yield A Strong Hand?
In Thursday's Chart of the Day, we highlight a point that many asset allocators have been focused on over the past few weeks, which is that high yield bonds, even despite the recent rally, have sold off sharply from the highs of the year. As a result, the spread between high yield and comparable duration treasuries is literally at its widest of the year.
Tension and turmoil around the globe. Which do you think is the bigger market threat right now?