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The Macro Show, Live with Kevin Kaiser at 8:30AM ET

Don't forget to tune in to The Macro Show at 8:30am ET each weekday morning. This week the Macro Team will be joined by a number of special guests. See the full schedule below.

 

Today Energy Sector Head Kevin Kaiser will deliver a high-level summary of his latest short call on Chesapeake Energy (CHK) and answer questions from viewers. Click here to watch and interact with Kevin and Senior Macro Analyst Darius Dale.

 

  • Tuesday: Energy Sector Head Kevin Kaiser and Macro Analyst Darius Dale
  • Wednesday: Macro Analyst Darius Dale and Macro Analyst Ben Ryan
  • Thursday: Restaurants and Consumer Staples Sector Head Howard Penney and Macro Analyst Ben Ryan
  • Friday: European Analyst Matt Hedrick and Macro Analyst Ben Ryan 

The Macro Show Replay | June 16, 2015

 


A Must-See Edition of The Macro Show: Hedgeye Energy Analyst Kevin Kaiser's Latest Short Call

Join us for a special edition of The Macro Show tuesday.

 

A Must-See Edition of The Macro Show: Hedgeye Energy Analyst Kevin Kaiser's Latest Short Call - Kaiser

 

Maverick Energy Sector Head Kevin Kaiser will be featured on The Macro Show, Hedgeye's live pre-market global macro analysis, Tuesday morning at 8:30AM ET.

 

Kevin will deliver a high-level look at his latest short call on Chesapeake Energy (CHK) and answer questions from viewers.

 

CLICK HERE to subscribe and join us live at 8:30am ET.

 

 


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Why Twitter's Problems Run Deep | $TWTR

Hedgeye's Internet & Media Sector Head Hesham Shaabban stopped The Macro Show last week to discuss some of the key structural headwinds currently facing Twitter.

 

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

 


3 Charts - Don't Hike!

Editor's Note: This comes from a research note Hedgeye CEO Keith McCullough sent to subscribers Friday. If you're serious about stepping up your market game we encourage you to take a look at our offerings.

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3 Charts - Don't Hike! - Fed cartoon 06.11.2015

While the macro narrative on why bond yields rallied to lower-long-term highs (again) remains malleable, the data is not.

 

When strategists tell you “inflation is breaking out – so bond yields are going higher,” send them these 3 charts. To be clear, bottoms are processes, not points. And all we’re seeing is a reflation of one mother of a #deflation risk.

 

If the Fed makes a mistake and raises rates (Dollar Up, Commodities Smoked), they’ll perpetuate #deflation and a corporate profit slow-down in #LateCycle sectors that have already lost pricing power.

KM

 

  • 1st chart = Headline and Core YoY
  • 2nd chart = Goods vs Services, YoY
  • 3rd Chart = Energy – MoM & YoY

 

Click to enlarge

3 Charts - Don't Hike! - z 1

 

3 Charts - Don't Hike! - z 2

 

3 Charts - Don't Hike! - z 3


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