CALL INVITE | Germany: Best Idea Long

04/10/15 03:25PM EDT

Hedgeye’s European analyst Matthew Hedrick will lead a discussion on our newest Best Idea, long the German equity market.

The call will be held on Tuesday, April 14th at 11am ET.

In the wake of ECB President Mario Draghi’s big QE announcement in January, we’ll discuss the impact of QE, where we see policy measures heading, and why we see Germany as the biggest ‘winner’ of central bank intervention.

KEY AREAS OF FOCUS:

  • Draghi’s influence on the capital markets vs the real economy
  • Why Germany’s economy is poised to most benefit from QE
  • An overview of German fundamentals
  • Key investment conclusions across durations

CALL DETAILS

  • U.S. Toll-Free Number:
  • U.S. Toll Number:
  • Confirmation Number: 39466899
  • Materials: CLICK HERE (the slides will be available approximately one hour prior to the start of the call

CALL INVITE | Germany: Best Idea Long - Draghi cartoon 01.20.2015

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.