While Wall Street still expects rainbows and puppy dogs for U.S. growth... our Macro team prefers to deal with economic reality. We have been (and remain) the Growth Bears. Further vindication of our non-consensus economic call arrived just a few short weeks ago, when 1Q16 GDP came in at 0.5%, well below the rosy picture painted by consensus, but nailed by our Macro team.
We believe the worst is yet to come. Watch below as Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale discuss why on The Macro Show.
1. An Animated History Of U.S. #GrowthSlowing
In this animated video, Hedgeye CEO Keith McCullough walks through the recent history of the #LateCycle U.S. economy, exploring peak corporate profits in 2014 to today’s lackluster growth.
2. McCullough: Why Our GDP Forecasts Are So Accurate
In this special excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough takes subscribers “behind the curtain” on our quantitative forecasting model and how we interpret and debate evolving economic data.
3. U.S. Economy Enters Most Difficult Part of Cycle
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.
4. Can Fed Stop Recessionary Selloff?
In this animated excerpt from The Macro Show, Hedgeye’s Keith McCullough, Darius Dale and Neil Howe respond to a subscriber’s question about whether the Fed can continue propping up the stock market as economic conditions deteriorate and a recession knocks on the door.
By the way...
Like what you see? Click here to watch a complimentary edition of The Macro Show from today, in its entirety. This one's on the house.