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REPLAY! This Week On HedgeyeTV

Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro ShowReal-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.

 

Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)

 

Enjoy!   

 

 

1. About Everything | The Golden Age of Home Improvement (4/23/2016)

 

 

In this complimentary edition of About Everything, renowned demographer and Hedgeye Sector Head Neil Howe explores why consumer spending on home improvement is outstripping GDP growth and the key demographic trends behind this shift. (Click here to read the associated About Everything writeup.)

 

2. Under 60 Seconds: Starbucks Earnings Report | $SBUX (4/22/2016)

 

 

Hedgeye Restaurants analyst Howard Penney highlights three key points from Starbucks’ lackluster earnings report. Earlier this month, Penney advised our subscribers to short the stock.

 

3. Dale: ‘Brexit Is The #1 Risk In The U.K.’ (4/22/2016)

 

 

With the U.K. divided over whether to stay or leave the European Union, Hedgeye Senior Macro analyst Darius Dale discussed the potential impact on the pound, equities and consumer/business confidence on The Macro Show this morning.

 

4. REPLAY | Healthcare Earnings Preview of Top Ideas and Q&A - $ZBH $ATHN $MDRX $MD $HOLX $ILMN (4/21/2016)

 

  

In this HedgeyeTV live Q&A from earlier this week, our Healthcare analysts Tom Tobin and Andrew Freedman provide key earnings previews ahead of healthcare earnings season.

 

Topics included:

  • ZBH: Read-through from SYK and JNJ earnings
  • ATHN: Tracker Update, will they miss the doc count?
  • MDRX: latest thoughts on attrition
  • MD: Maternity Tracker Update
  • HOLX: Facility Penetration by MSA
  • ILMN: Opportunity or is the end just beginning?

Click here to access the associated slides.

 

5. U.S. Economy Enters Most Difficult Part of Cycle (4/20/2016)

 

  

In this brief excerpt from The Macro Show, Hedgeye Senior Macro analyst Darius Dale discusses how the U.S. economy has entered the toughest part of the cycle and why our growth estimate remains so bearish.

 

6. Eye on Earnings: Brinker International $EAT (4/19/2016)

 

  

Hedgeye's Restaurants team shares their three conclusions from Brinker's earnings report.

 

7. Cruise Liner Earnings: What We’re Most Focused On (4/19/2016)

 

  

In this brief excerpt from The Macro Show this morning, Hedgeye Gaming, Lodging & Leisure Sector Head Todd Jordan highlights the key issues his team is most focused on right now as we enter earnings season. 

 

8. $25 or $50 Oil? Here’s What McMonigle Says (4/18/2016)

 

  

In this brief excerpt from The Macro Show this morning, Hedgeye Energy Policy Analyst Joe McMonigle explains why he believes oil prices are going lower in the short term, and where he sees it heading in the months to come. 


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. Just Believe (4/22/2016)

This Week In Hedgeye Cartoons - central bank cartoon 04.22.2016

 

Central banker credibility is slowly waning.

   

2. A Closer Look At NIRP (4/21/2016)

This Week In Hedgeye Cartoons - negative interest rate cartoon 04.21.2016

 

BOJ governor Haruhiko Kuroda has been defending the central bank's negative interest rate policy recently, even stressing his readiness to expand monetary policy still further. "Good luck with that," Hedgeye CEO Keith McCullough wrote recently. "These guys just don't get it. The #BeliefSystem is breaking down."

 

3. Painting Themselves Into A Corner (4/20/2016)

This Week In Hedgeye Cartoons - Central bankers in corner cartoon 04.20.2016

 

The #BeliefSystem that central planners can arrest economic gravity is breaking down.

 

4. A Holy Mess (4/19/2016)

This Week In Hedgeye Cartoons - Brazil cartoon 04.19.2016

 

Amid the impeachment process of Brazilian President Rouseff, Brazil's Bovespa Index is up +39.4% over the past 3 months. Setting aside widespread corruption in the country, Hedgeye Senior Macro analyst Darius Dale had this to say about Brazil in this morning's Early Look, "We think Brazilian capital and currency markets are priced to perfection and anticipate another flush down alongside other reflation assets over the intermediate term."

 

5. No Oil Freeze (4/18/2016)

This Week In Hedgeye Cartoons - OPEC cartoon 04.18.2016

 

On Friday, Hedgeye colleague and Potomac Research Group Senior Energy analyst Joe McMonigle wrote, "We believe there is no chance Saudi Arabia reverses its position and agrees to freeze production on Sunday," after Iran announced it would skip the much-hyped oil "freeze" meeting in Doha. That proved prescient. Over the weekend, OPEC members, including Saudi Arabia, and non-OPEC countries, like Russia, failed to reach an agreement to freeze oil production.


The Week Ahead

The Economic Data calendar for the week of the 25th of April through the 29th 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 - 04.22.16 Week Ahead


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About Everything | The Golden Age of Home Improvement

 

In this complimentary edition of About Everything, renowned demographer and Hedgeye Sector Head Neil Howe explores why consumer spending on home improvement is outstripping GDP growth and the key demographic trends behind this shift.

 

For more, click here to read the associated About Everything writeup.


Cartoon of the Day: Just Believe

Cartoon of the Day: Just Believe - central bank cartoon 04.22.2016

 

Central banker credibility is slowly waning.


Under 60 Seconds: Starbucks Earnings Report | $SBUX

Hedgeye Restaurants analyst Howard Penney highlights three key points from Starbucks’ lackluster earnings report. Earlier this month, Penney advised our subscribers to short the stock.


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