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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

 

CLICK TO ENLARGE

 

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


Hedgeye Statistics

The total percentage of successful long and short trading signals since the inception of Real-Time Alerts in August of 2008.

  • LONG SIGNALS 80.64%
  • SHORT SIGNALS 78.61%

Ahead Of Today's Jobs Report | Commodities: Bullish Or Bearish?

Ahead Of Today's Jobs Report | Commodities: Bullish Or Bearish? - reflation cartoon 10.13.2015

 

"Most things Commodities 'Reflation' have one thing to thank in 2016, and that's #GrowthSlowing => Dovish Fed => Down Dollar," Hedgeye CEO Keith McCullough wrote earlier this morning. "But what if the jobs print is 'good' (albeit slowing in TRENDING rate of change terms)? Dollar Up, Commodity Reflation Down?"

 

 

McCullough continues: "With CRB Index and Oil -5% and -10%, respectively, in the last month I’m sure glad I didn’t chase those April-May reflation charts. To be continued…"

 


CHART OF THE DAY: This Won't Help Slowing Jobs Growth

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye U.S. Macro analyst Christian Drake. Click here to learn more.

 

"... One relationship we re-highlighted on the call  – and one worth highlighting again here since it’s Jobs day – is the relationship between Temp hiring and peak Employment.   

 

The temporal procession looks like this: Temp Hiring Peaks => Jobs Openings Peak => Total Employment Peaks

 

Specifically, Temp hiring has lead the peak in Job Openings by 9 and 8 months, respectively, over the last two cycles and Job Openings peak shortly ahead of the peak in Total NFP."

 

 

CHART OF THE DAY: This Won't Help Slowing Jobs Growth - 7 8 16 Temp COD


Cartoon of the Day: Dumbbells

Cartoon of the Day: Dumbbells - 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.


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