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Hedgeye TV | Restaurants & Consumer Staples LIVE + Interactive Wednesday at 2:15PM ET

Catch us LIVE in the studio Wednesday at 2:15PM ET.

 

We will discuss key issues affecting investors including industry trends, recent developments and provide an overview of our best ideas, including Chipotle Mexican Grill (CMG)McDonalds (MCD)Hain Celestial Group (HAIN)Darden Restaurants (DRI) and Snyder's-Lance (LNCE).

 

***Have a question? Enter it in the chat box under the video player and we will answer them live!

 

CLICK HERE TO WATCH LIVE.

Hedgeye TV | Restaurants & Consumer Staples LIVE + Interactive Wednesday at 2:15PM ET - rest consumerstaples


Hedgeye TV | Restaurants & Consumer Staples LIVE + Interactive Wednesday at 2:15PM ET

Catch us LIVE in the studio Wednesday at 2:15PM ET.

 

We will discuss key issues affecting investors including industry trends, recent developments and provide an overview of our best ideas, including Chipotle Mexican Grill (CMG)McDonalds (MCD)Hain Celestial Group (HAIN)Darden Restaurants (DRI) and Snyder's-Lance (LNCE).

 

***Have a question? Enter it in the chat box under the video player and we will answer them live!

 

CLICK HERE to watch live.

Hedgeye TV | Restaurants & Consumer Staples LIVE + Interactive Wednesday at 2:15PM ET - rest consumerstaples


What To Watch Ahead Of Hawkish Fed Day

Takeaway: What if the dollar falls post-Fed Day? What should you buy on US economic #GrowthSlowing?

What To Watch Ahead Of Hawkish Fed Day - rate hike cartoon 11.17.2015

 

Remember what happened last time the Fed tightened into a slow-down (DEC)?

 

"The market expects a relatively hawkish Fed today," writes Hedgeye CEO Keith McCullough in a note sent to subscribers this morning:

 

"Not surprisingly, USD is up (this wk) into the “relatively hawkish” #LateCycle Employment Fed statement – but how much USD (and rates) upside is there? Not much for now, as both the Japanese and European #BeliefSystem of FX devaluation continues to break-down, pressuring USD inasmuch as slowing housing and consumption data does."

 

 

So get ready ahead of a hawkish Fed Day:

 

"Right there with the Financials (XLF -6.0% YTD) as Best Ideas Shorts in 2016 YTD is the Russell 2000 (down -1.6% yesterday to -6.1% YTD) as both are much purer plays on the short side of the US economy slowing than the global one. I know that doesn’t fit the permabull narrative. But it does fit yesterday’s US Retail Sales and Housing (NAHB) data! #slowing."

 

 

Which gets us back to what happened after the December rate hike. Well, stocks tumbled and bond yields fell.

 

Hmmm...


real-time alerts

real edge in real-time

This indispensable trading tool is based on a risk management signaling process Hedgeye CEO Keith McCullough developed during his years as a hedge fund manager and continues to refine. Nearly every trading day, you’ll receive Keith’s latest signals - buy, sell, short or cover.

The Macro Show Replay | March 16, 2016

CLICK HERE to access the associated slides.

 


Call Today | Is This a Generational Buying Opportunity in Emerging Markets?

Please join us today at 1:00pm EST for a conference call highlighting our latest thoughts on emerging markets. Recall that the globally-interconnected, rigorously quantitative nature of our research led us to be appropriately bearish on the structural outlook for EM economies and their financial markets as far back as early 2013, ultimately reiterating that view on a subsequent conference call in late 2014. Now, we are keen to apply a similarly rigorous framework in the process of kicking the tires on the long side of emerging markets.

 

CLICK HERE to watch this presentation live.

Call Today | Is This a Generational Buying Opportunity in Emerging Markets? - EM playnew

 

KEY TOPICS OF DISCUSSION

 

  • Have emerging market financial assets bottomed? Despite a broad-based rebound in EM asset prices throughout the YTD, the belief that many EM asset markets remain at/near trough valuations has some merit. In this presentation we identify and vet potential catalysts for a sustained recovery and/or another material leg down for EM capital and currency markets.
  • Are the Chinese economy, its banking system and the yuan as vulnerable to collapse as investor consensus believes? Many investors seem to be of the view that China requires a material devaluation of the RMB to stave off banking crisis and/or outright economic collapse. Some investors actually believe each of those outcomes are inevitable. In this presentation, we offer our well-researched thoughts on the viability of these views.
  • Which countries will outperform from here? The latest refresh of our proprietary EM Crisis Risk Index will offer valuable insights as to which countries investors should overweight and underweight from here.

 

Call Today | Is This a Generational Buying Opportunity in Emerging Markets? - DXY Fibonacci Retracement Analysis

 

Call Today | Is This a Generational Buying Opportunity in Emerging Markets? - Asian Financial Crisis Currency Devaluations

 

Call Today | Is This a Generational Buying Opportunity in Emerging Markets? - Contextualizing  PhaseIII

 

CALL DETAILS

 

  • Toll Free:
  • Toll:
  • UK: 0 -
  • Confirmation Number: 13631753
  • Materials: CLICK HERE
  • Video Access: CLICK HERE

 

As always, our prepared remarks will be followed by a live, anonymous Q&A session. Please submit your questions to . Also, for those of you who cannot join us live, we will be distributing a replay video of the call shortly after it concludes.

 

Kind regards,

 

DD

 

Darius Dale

Director


CHART OF THE DAY: The Ultra-Bull Case For Gold

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more. 

 

"... If Gold is down on the news, I’d be a buyer of that too. You see, the ultra-bull case for Gold has been:

  1. Down Dollar
  2. Down Rates

When those two things are happening (at the same time) you’re good to go."

 

CHART OF THE DAY: The Ultra-Bull Case For Gold - 03.16.16 Chart


Hedgeye Statistics

The total percentage of successful long and short trading signals since the inception of Real-Time Alerts in August of 2008.

  • LONG SIGNALS 80.64%
  • SHORT SIGNALS 78.61%
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