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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. McCullough: Here's Who's Really Getting Paid (7/8/2016)

 

 

In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough discusses who’s really getting paid in the current market and economic setup.  

 

2. REPLAY | Healthcare Investor Q&A with Tom Tobin (7/7/2016)

 

 

Veteran Healthcare Sector Head Tom Tobin and analyst Andrew Freedman gave a special preview of their upcoming Healthcare Themes call today. Don’t miss the key investing callouts and trends in healthcare as well as changes to their Best Ideas list (Tickers include ATHN, ILMN, HOLX, AHS, ZBH, MD, MDRX). 

 

Click here to access the associated slides.

 

3. Too Late to Buy Gold and Treasuries? (7/6/2016)

 

 

In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough answers a subscriber’s question about whether it’s too late to buy the long bond (TLT), Utilities (XLU) TIPS and Gold (GLD).

 

4. About Everything | Live Q&A with Neil Howe: The Global Economy Gears Down (7/6/16) 

 

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses lackluster global growth and the IMF's continually downgraded GDP forecasts. 


Click here to read Howe’s associated About Everything piece.

 

Click here to access the associated About Everything slides.

 

5. McCullough: What Is Plunging 10-Year Yield Telling Investors? (7/5/2016)

 

 

In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough takes a look at U.S. bond yields sinking to record lows and what may lie ahead.


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. SHORT EARTH? (7/8/2016)

This Week In Hedgeye Cartoons - Intelligent life cartoon

 

A gloomy mood is engulfing the globe. 

 

2. Dumbbells (7/7/2016)

This Week In Hedgeye Cartoons - Rate hike dumbells cartoon 07.07.2016

 

At the beginning of the year, some Fed officials suggested as many as five rate hikes in 2016. Not today. With a Fed gone dovish, the market is now skeptical of any rate hikes this year.

 

3. Wise Guys, Eh? (7/6/2016)

This Week In Hedgeye Cartoons - Three central bankers cartoon 07.06.2016

 

How long can these central planners keep this charlatan charade going?

 

4. Pounded (7/5/2016)

This Week In Hedgeye Cartoons - Pound cartoon 07.05.2016

 

The British pound hit a 31-year-low against the dollar today as the Bank of England warned that "the current outlook for UK financial stability is challenging."


The Week Ahead

The Economic Data calendar for the week of the 11th of July through the 15th of July 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 - 07.08.16 Week Ahead


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Cartoon of the Day: Short Earth?

Cartoon of the Day: Short Earth? - Intelligent life cartoon

 

A gloomy mood is engulfing the globe.


Don't Believe the June Jobs Report Hype

Takeaway: Employment growth continued to slow from its 2.3% y-o-y peak in February 2015 to 1.73% in June.

For those of you out there who actually study #TheCycle (rather than blindly accept the manic financial media's headlines at face value) here's the key chart to consider. It shows the continued slowdown in jobs growth since February 2015.

 

Click images to enlarge

Don't Believe the June Jobs Report Hype - nfp 7 8

 

Digging a little deeper than just the headline 287,000 number... May was revised down from 38,000 to 11,000. As Hedgeye CEO Keith McCullough points out, in other words...

 

 

Here's the detailed breakdown to study today. As you can see, the key takeaway is...

#EmploymentSlowing

 

Don't Believe the June Jobs Report Hype - employment summary 7 8


McCullough: Here’s Who’s Really Getting Paid

In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough discusses who’s really getting paid in the current  market and economic setup. 


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