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This Week In Hedgeye Cartoons

Our cartoonist Bob Rich captures the tenor on Wall Street every weekday in Hedgeye's widely-acclaimed Cartoon of the Day. Below are his five latest cartoons. We hope you enjoy his humor and wit as filtered through Hedgeye's market insights. (Click here to receive our daily cartoon for free.)

 

Enjoy!

 

1. Nikkei Kneecapped (4/8/2016)

This Week In Hedgeye Cartoons - Nikkei cartoon 04.08.2016

 

Despite last night's modest gains for Japanese stocks, the Nikkei is still down -25% from it's summer highs.

 

2. A Crude Joke (4/7/2016)

This Week In Hedgeye Cartoons - Oil cartoon 04.07.2016

 

No follow through on yesterday's 5.1% pop in oil prices. WTI back down today. 

 

3. Listen Up! (4/6/2016)

This Week In Hedgeye Cartoons - Yellen cartoon 04.06.2016

 

 All eyes on the Fed today, ahead of the release of the FOMC minutes.

 

4. US Growth Stinks (4/5/2016)

This Week In Hedgeye Cartoons - growth  cartoon 04.05.2016

 

"Unlike many strategists (who missed calling the cycle top in US Consumption, Employment, and Profits last year), we have stayed with The Cycle call we’ve had all along here in Q2," Hedgeye CEO Keith McCullough wrote today.

 

5. Crash Test Investors (4/4/2016)

This Week In Hedgeye Cartoons - Europe Japan cartoon 04.04.2016

 

Japan's Nikkei is down -23% from its 2015 high. Meanwhile, in European equities, drawdowns from last year's peak range from -13% to -28%.


The Week Ahead

The Economic Data calendar for the week of the 11th of April through the 15th of April is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

 

CLICK IMAGE TO ENLARGE.

The Week Ahead - 4.8.16 week ahead


About Everything | A Perfect Storm of Trends Points to Less Interest In "Things"

 

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses why manufacturers and retailers should prepare for the possibility that “goods” aren’t coming back anytime soon. And, even when (and if) the industrial sector emerges from its long-term atrophy, the underlying framework of the “old economy” will look entirely different than what we see today.

 

Click here to read Howe's accompanying About Everything research note.


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 80.65%
  • SHORT SIGNALS 78.64%

Who Wins In A GOP Contested Convention?

In a brief HedgeyeTV political recap, Potomac Research Group’s JT Taylor and Hedgeye’s Daryl Jones discuss the results of GOP and Democratic primaries in Wisconsin and who will be the likely presidential nominees on each side.


Cartoon of the Day: Nikkei Kneecapped

Cartoon of the Day: Nikkei Kneecapped - Nikkei cartoon 04.08.2016

 

Despite the modest gains for Japanese stocks today, the Nikkei is still down -25% from it's summer highs. 


Can Trump Hit The Magic Number? ... & Cruz's NY Woes

Below is a brief excerpt from our Potomac Research Group colleague and Chief Political Strategist JT Taylor's Morning Bullets sent to institutional clients each morning. For more information on how you can access our institutional research please email sales@hedgeye.com.

TRUMP UNPHASED?:

 

Can Trump Hit The Magic Number? ... & Cruz's NY Woes - trump face

 

Although Donald Trump lost by double digits in WI, his campaign continues to assure supporters that he will hit the magic number. The mother lode of delegates will now be found in the Northeast (where Trump is polling well) and CA where he holds a lead over Ted Cruz - and his appeal to former Gov. Arnold Schwarzenegger's supporters has been well-received. Trump needs to win 62 percent of the remaining delegates - a tough task - but if his northern firewall holds, then again we believe it will all come down to CA.

CRUZ'S BRONX CHEER:  

 

Can Trump Hit The Magic Number? ... & Cruz's NY Woes - cruz cruz

 

On the heels of his WI victory, Cruz is finding himself unwelcome parts of the Empire State. Polls already have him in third behind John Kasich, and if Trump lands to a sizeable victory here, it would wash away any aura of Cruz gaining ground. Cruz has little wind in his sails following his WI victory, and the positive coverage that would normally follow such a win has been usurped by Trump's huge lead in NY polls and from his "New York values" comments made earlier in the primary. To make matters worse, his scheduled appearance at a Bronx high school was cancelled due to a threatened student walkout and protests. Kids these days.

LEE-DING THE LIST:

 

Appointing UT Sen. Mike Lee to the SCOTUS is suddenly the hot idea in Washington, and the not-so-subtle promotion of him may coincide with Trump's promised list of possible SCOTUS nominees. Lee is a conservative purist and is idolized by the more ideological wing of the Republican Party - which is currently rallied around Cruz. By invoking Lee's name and placing him on his SCOTUS shortlist, Trump could narrow his rift with conservatives, but we still don't see signs of him emerging as the great Republican unifier.


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