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The Macro Show Replay | March 17, 2016

CLICK HERE to view the associated slides.

An audio-only replay of today's show is available here. 

 


REPLAY on HedgeyeTV | Tom Tobin on What's Next For VRX and Much More

Healthcare Analysts Tom Tobin and Andrew Freedman were live in the studio earlier today. Watch the replay below. 

 

 
CLICK HERE to download the slides associated with this presentation.

 

Topics will included:

  • JOLTS release this morning
  • Update on MEDNAX (MD)
  • Key takeaways from their proprietary maternity tracker
  • And what's next for Valeant (VRX)

McCullough: 'I'd Short Half of What That Guy Just Said'

Hedgeye CEO Keith McCullough joined Fox Business host Liz Claman this afternoon to discuss how to invest following a dovish March Fed meeting. In the panel was U.S. Global Investors CEO Frank Holmes and Jefferies Chief Financial Economist Ward McCarthy.


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Cartoon of the Day: Atlas Shrugged

Cartoon of the Day: Atlas Shrugged - bull atlas 8 ball 03.16.2016

 

The most recent round of permabull narratives rests on an increasingly shaky foundation.


McCullough: The Belief System Is Breaking Down

 

In this excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough responds to a subscriber’s question on investing in a world riddled with global central bank interventionism.


Don't Hold Your Breath... Fed Can't Fix Broken US Economy

Takeaway: Whatever the Fed decides to do or say today, this week's industrial production and retail sales data reaffirms our dour US economic outlook.

Don't Hold Your Breath... Fed Can't Fix Broken US Economy - fed forecast crystal ball

 

Investors are waiting with bated breath for the FOMC statement and Janet Yellen's testimony. Unfortunately, no matter what the Fed does or Yellen says today, the Fed is not omnipotent and cannot arrest economic gravity. 

 

Case in point... today's industrial production number which yet again affirms our view that sections of the U.S. economy are already in recession.

 

 

Or how about Retail Sales? That too was disappointing. 

 

 

(...That's just this week's data.) 

 

We've got a 73-page slide deck laying out our view that U.S. economic growth is stalling. Here's a taste:

CLICK TO WATCH 

 

But why pay attention to all of this when Janet Yellen is simply going to tell us it's "all good" at 2:30PM ET?

 

Don't Hold Your Breath... Fed Can't Fix Broken US Economy - Yellen data dependent cartoon 11.18.2015


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