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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.

 

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The Week Ahead - 07.08.16 Week Ahead


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.

 

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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


Daily Trading Ranges

20 Proprietary Risk Ranges

Daily Trading Ranges is designed to help you understand where you’re buying and selling within the risk range and help you make better sales at the top end of the range and purchases at the low end.

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. 


An Animated History Of U.S. #GrowthSlowing (In Just One Minute)

Takeaway: If you don't do macro, macro will do you.

During his presentation of our top Q3 macro themes to our institutional customers yesterday, Hedgeye CEO Keith McCullough empasized the importance of understanding the cycle. The one-minute video below sheds addiitional light on this economic reality.

 

Click below to watch.


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

 

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Daily Market Data Dump: Friday - equity markets 7 8

 

Daily Market Data Dump: Friday - sector performance 7 8

 

Daily Market Data Dump: Friday - volume 7 8

 

Daily Market Data Dump: Friday - rates and spreads 7 8

 

Daily Market Data Dump: Friday - currencies 7 8


Early Look

daily macro intelligence

Relied upon by big institutional and individual investors across the world, this granular morning newsletter distills the latest and most vital market developments and insures that you are always in the know.

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