prev

Daily Market Data Dump: Thursday

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, rates and bond spreads, key currency crosses, and commodities. 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: Thursday - equity markets 7 28

 

Daily Market Data Dump: Thursday - sector performance 7 28

 

Daily Market Data Dump: Thursday - volume 7 28

 

Daily Market Data Dump: Thursday - currencies 7 28

 

Daily Market Data Dump: Thursday - rates and spreads 7 28

 

Daily Market Data Dump: Thursday - commodities 7 28


Friday's Red Hot GDP Report & What It Means For Long Bonds

Takeaway: I’d be a seller of long-term bonds into this GDP report (hoping to buy the 10-yr back again around 1.65-1.70%).

Worldwide long-term yields lower in the last 48 hours and with the UST 10yr at 1.50%, I’d be a seller of long-term bonds into this GDP report (hoping to buy the 10-yr back again around 1.65-1.70%); plenty of people will get sucked into this GDP print if it’s as big as we think it’s going to look (our estimates are +4.8% q/q SAAR – that’s +2.3% y/y – then we’re straight back down to 0.8% for Q3).

 

Friday's Red Hot GDP Report & What It Means For Long Bonds - 10yr treasury 7 28

 

Editor's Note: The snippet above is from a note Hedgeye CEO Keith McCullough wrote for subscribers this morning. Click here to learn more.


CHART OF THE DAY | Housing: Behind The Treasury's Shell Company Crackdown

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.

 

"... A couple weeks ago, I highlighted a Treasury Department initiative aimed at tracking high end real estate transactions in Miami and Manhattan in an attempt to crackdown on money laundering in the ultra high-end real estate markets.  

 

With foreign demand having an outsized impact on prices in select markets and nearly 50% of foreign buyers purchasing properties over $5mn doing so through shell company LLCs, someone thought illegal activity was getting a little too frothy."

 

CHART OF THE DAY | Housing: Behind The Treasury's Shell Company Crackdown - 7 28 16 CoD2


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.

Under 60 Seconds: 3 Takeaways From Hilton's Earnings Report

Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan shares three key conclusions from Hilton's earnings report and why it remains on the Best Ideas list as a short.


PREMIUM INSIGHT

The Fed Is More Short Term Now Than a CT Prop Trader Pounding 6 Starbucks Per Day

The Fed Is More Short Term Now Than a CT Prop Trader Pounding 6 Starbucks Per Day - z fed yell

"This is a professional and national embarrassment," writes Hedgeye CEO Keith McCullough.


[From The Vault] Cartoon of the Day: Volcker To Yellen

[From The Vault] Cartoon of the Day: Volcker To Yellen - Fed Chairmen cartoon 02.03.2016

 

Our inimitable, in-house cartoonist Bob Rich is on a much-deserved summer vacation. While he kicks back and relaxes, we're going into the Hedgeye Vault and highlighting some of his best work. In light of the Fed's decision to hold rates steady today, we bring you another audience favorite


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.

next