prev

The Great U.S. Earnings Faceplant

Takeaway: The S&P 500 earnings numbers for Q1 2016? They speak for themselves.

The Great U.S. Earnings Faceplant - earnings 5 6 16

Put a slightly different way...

 


The Unreported Truth Behind Today's Jobs Report

Takeaway: U.S. jobs growth peaked in Febraury 2015. It's been all downhill ever since.

The Unreported Truth Behind Today's Jobs Report - jobs cartoon 10.05.2015 normal

 

Despite financial media headlines trumpeting "Everything You Need To Know" about today's jobs report, the Old Wall media missed the most obvious story of all. Digging a tiny bit deeper reveals the real story. Job growth peaked in Febraury 2015. It's been all downhill ever since.

 

Sure, we all know job growth slowed to 160,000, well below the 200,000 number Wall Street economists were predicting.

 

Blah, blah, blah...

 

Digging just a tiny bit deeper reveals the actual story.

 

Job growth peaked in Febraury 2015. It's been all downhill ever since.

 

The Unreported Truth Behind Today's Jobs Report - employment 5 6

 

Here's the detailed breakdown:

 

The Unreported Truth Behind Today's Jobs Report - employment summary 5 6

 

And finally, a message from our outspoken CEO Keith McCullough. What you should have owned heading into today's #LateCycle Jobs Report.

 


Daily Market Data Dump: Friday

Takeaway: A closer look at global macro market developments.

Editor's Note: Below are complimentary charts highlighting global equity market developments, S&P 500 sector performance, volume on U.S. stock exchanges, and rates and bond spreads. It's on the house. For more information on how Hedgeye can help you better understand the markets and economy (and stay ahead of consensus) check out our array of investing products

 

CLICK TO ENLARGE

 

Daily Market Data Dump: Friday - world equity 5 6

 

Daily Market Data Dump: Friday - sector performance 5 6

 

Daily Market Data Dump: Friday - volume 5 6

 

Daily Market Data Dump: Friday - rates and spreads 5 6


the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

McCullough Denounces Trump On Dollar

 

In this brief excerpt from The Macro Show yesterday, Hedgeye CEO Keith McCullough denounces Donald Trump who reportedly said that a strong dollar is a big problem. “If you think a strong dollar is a problem, you’re a jackass,” McCullough said. “Strengthening the purchasing power of the people is the answer.” 


Trump’s Path To The Presidency

 

Hedgeye Director of Research Daryl Jones sits down with Hedgeye Potomac Chief Political Strategist JT Taylor to discuss the path forward for the presumptive Republican and Democratic nominees.


Crash Mode: Shanghai Composite Casino Down -44% Since July

Takeaway: Just a few months ago "accelerating" economic data signaled a bottom in equities, according to Old Wall economists. Yeah, well, not so much.

Crash Mode: Shanghai Composite Casino Down -44% Since July - China cartoon 01.07.2016

 

Headfake

 

That's the most appropriate word to describe supposedly "accelerating" economic data around the globe a few months ago. The headfake is becoming more evident and is taking the hatchet to some global equity markets.

 

Below is analysis via Hedgeye CEO Keith McCullough in a note sent to subscribers earlier this morning: 

 

China evidently has not 'bottomed' – neither the made-up Chinese data nor the stock market is healthy right now; Shanghai Comp hammered for a -2.8% loss overnight and remains in #crash mode -44% since July of 2015 (Italy -26% and Nasdaq -10% since then)

 

 

Here's the Nasdaq chart...

 

 

And Italy...

 


investing ideas

Risk Managed Long Term Investing for Pros

Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.

next