The Macro Show, Live with Keith McCullough

Here is today's edition of The Macro Show,  Hedgeye's daily morning broadcast in which CEO Keith McCullough distills the world's market, economic and political news in 15 minutes or less.


REPLAY | Fed Coverage Hosted By Hedgeye CEO Keith McCullough


For better or for worse (mostly worse), investors across the world watched with bated breath as the Fed released its highly-anticipated policy statement at 2:00PM ET Wednesday.


While he’s no fan of the Fed, Hedgeye CEO Keith McCullough is also a pragmatist and hosted a SPECIAL interactive show on HedgeyeTV at 1:50PM ET this afternoon for traders and investors responding LIVE to the breaking news, developments and how to position going forward.

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.

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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


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

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