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REPLAY | The Macro Show, Live with Keith McCullough

 

In case you missed the live broadcast, here is the replay of The Macro Show featuring Keith McCullough. Today's edition features a Q&A with Hedgeye's Sector Head of Financials and Housing Josh Steiner.

 


McCullough: It’s Lower Rates For Longer (Listen to Fed’s Fischer)

 

 

Hedgeye CEO Keith McCullough highlights the latest nonsense from unelected, globetrotting Fed policymakers like James Bullard and John Williams and explains why he’s listening to Fed Vice Chair Stanley Fischer on rates.



Early Look

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Relied upon by big institutional and individual investors across the world, this granular morning newsletter distills the latest and most vital market developments and insures that you are always in the know.

McCullough: How To Trade Around Volatility

 

In this brief excerpt from today's Macro Show, Hedgeye CEO Keith McCoullough offers his insights on how to trade based on current volatility and gives his current risk ranges for the VIX.


Housing Bears Getting Burned | $ITB

BREAKING: Despite all the "weather" shorts, US New Home Sales beat big in February. Real big. New home sales were up +7.8% month-over-month versus a -3.5% estimate. 

 

More notably... sales were up a remarkable +25% year-over-year as organic strength and very easy compares continue to support improving rates of change in housing demand.  

 

Housing Bears Getting Burned | $ITB - Starts

Housing Bears Getting Burned | $ITB - New Home Sales YoY

 

The housing bears and bond bears have been taking it on the chin the past few weeks. Housing (ITB) is up over 2% since we added it to Investing Ideas on March 4th versus 0.31% for SPY.  Our Long Bond call (TLT) is up 4.25% in that time.

 

We are back to net long, in signal terms on that barn burner of a Housing print.

 

Hedgeye reiterates our US #HousingAccelerating call articulated by our analysts Christian Drake (@HedgeyeUSA) and Josh Steiner (@HedgeyeFIG).

 

Housing Bears Getting Burned | $ITB - House rocket

 


RTA Live with Keith McCullough

Hedgeye CEO Keith McCullough walked through the RTA positions as of 12:15PM ET and answered subscriber questions. Here is the replay.

 


the macro show

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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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