The Best of This Week From Hedgeye

08/15/14 04:31PM EDT

HEDGEYE TV

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.

http://youtu.be/1qNSbcdZo4Q

Steiner: Why We Remain Bearish on Housing 

Hedgeye managing director Josh Steiner highlights why we remain bearish on the U.S. housing market. 

http://youtu.be/II98zYBfujw

CARTOON

At The Beach

The Best of This Week From Hedgeye - Beach volume

Is the bull in danger of getting burned?

Muscle vs. Russell

The Best of This Week From Hedgeye - Russell2000 TLT

The 2014 Macro Score: Long Bond $TLT +14% vs Russell 2000 -2%.

CHART

 Take The Fed's Growth Forecasts At Your Own Risk

The Best of This Week From Hedgeye - chart4

“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?

The Best of This Week From Hedgeye - chart5

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. 

POLL

 Geopolitical Threats

Tension and turmoil around the globe. Which do you think is the bigger market threat right now? 

http://beta.polstir.com/embed/hxXk7L9ubDA5sDKNG/comments

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