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The Week Ahead

The Economic Data calendar for the week of the 8th of June through the 12th of June is full of critical releases and events.  Here is a snapshot of some of the headline numbers that we will be focused on.

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The Week Ahead  - z Week Ahead


REPLAY: MACAU MAY CONF CALL

View our video replay from our conference call earlier.

 


Cartoon of the Day: Six Flags Over the Economy?

Cartoon of the Day: Six Flags Over the Economy? - Jobs cartoon 06.05.2015


OC: Adding Owens Corning to Investing Ideas

Takeaway: We are adding Owens Corning (OC) to Investing Ideas today.

Please note that we are adding Owens Corning (OC) to Investing Ideas today.

 

We will send out a research note written by Industrials Sector Head Jay Van Sciver for content on the "why" in this weekend's edition of Investing Ideas.

 

According to Hedgeye CEO Keith McCullough:

 

"I’m ready to get people to invest in this one longer-term before I see the company report everything that will take it to higher prices."

 

OC: Adding Owens Corning to Investing Ideas - z oc


SHAK: Removing Shake Shack from Investing Ideas (As a Short)

Takeaway: We are removing SHAK from Investing Ideas as a short.

Please be advised that we are removing Shake Shack (SHAK) from Investing Ideas today as a short.

 

According to Hedgeye CEO Keith McCullough:

 

Longer-term short, yes – but we really wanted to signal as much between $85-95 to stop individual investors from chasing momentum up there. Now it looks range bound.

 

SHAK: Removing Shake Shack from Investing Ideas (As a Short) - z shak

 



Caution: The Current U.S. Expansion is Late-Cycle. Here’s Why

 

On The Macro Show this morning, Director of Research Daryl Jones explains Hedgeye's quarterly Macro Themes and highlights some slides from the Q2 Themes presentation about economic cycles.

 

Subscribe to The Macro Show today for access to this and all other episodes. 

 

 

 

 


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