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Is the Fed More Dovish Than Consensus Realizes?

 

In this brief excerpt from an institutional macro call held earlier today, Senior Macro Analyst Darius Dale takes a quick peek at the makeup of current FOMC voting members and why they may be more dovish than consensus appreciates.


Cartoon of the Day: She's Got the World By a String...

Cartoon of the Day: She's Got the World By a String... - Yellen cartoon 03.17.2015

 

Hedgeye CEO Keith McCullough in today's Morning Newsletter:

Will Janet Yellen remove the word “patient” from tomorrow’s Fed policy language? Will she replace it with another scrabble word score? Will she leave the word in there and be “data dependent”? Will a ramping US Dollar find its way into the language? How about the dirtiest word she’s ever whispered publicly, #deflation?

 


REPLAY: Patience or Pre-emption? Contextualizing the Domestic Labor Market

The Hedgeye Macro team hosted a conference call earlier today at 11:00AM EST to discuss the current state of the domestic labor market and the implications for the path of U.S. monetary policy.

 

Key topics discussed on the call were as follows:

 

REPLAY: Patience or Pre-emption? Contextualizing the Domestic Labor Market - 3 17 2015 12 53 44 PM 

 

 

Watch the replay of this presentation below.

 

CLICK HERE to download the accompanying slides.

 

As always, please feel free to ping us with any follow-up questions.

 

Kind regards,

 

The Hedgeye Macro Team


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DRI: EXPECTATIONS OF HOPE AND CHANGE

Link to Report: DRI: Expectations of Hope and Change

  • DRI is on our Investment Ideas list as a SHORT
  • We continue to believe the stock is way ahead of a turn in the fundamentals of the business

What Energy Companies Are At Risk Of Bankruptcy?

 

Energy Sector Head Kevin Kaiser highlights which companies are most vulnerable to bankruptcy if oil prices remain deflated in the Q&A portion of today's Macro Show.

CLICK HERE to watch today's full 24-minute show, featuring special commentary from Kevin Kaiser, Hedgeye's head of Energy research.

Learn more about Hedgeye: http://www.hedgeye.com/pages/individuals


Keith's Macro Notebook 3/17: Asia | USD | Oil

 

Hedgeye CEO Keith McCullough shares the top three things in his macro notebook this morning.

 

 

This is an excerpt from The Macro Show, Hedgeye's daily broadcast before the market opens. CLICK HERE to watch today's full 24-minute show, with special guest commentary from Kevin Kaiser, Hedgeye's head of Energy research.


the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

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