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PREMIUM INSIGHT

About Everything | Q&A with Neil Howe: The Gig Economy is Alive and Growing

About Everything | Q&A with Neil Howe: The Gig Economy is Alive and Growing - gig econ

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the so-called "gig economy."


OPEC Oil Production "Freeze" Talk Will Have Similar Ending ... No Agreement

Takeaway: Target of Freeze Talk is sentiment not production. Saudi Arabia and Iran will not agree because the September timing is too soon.

Editor's Note: Below is a brief excerpt from an institutional research note written by Senior Energy Analyst Joe McMonigle on the resurfacing of OPEC oil production "freeze" speculation. For more information about our institutional research contact sales@hedgeye.com.

 

OPEC Oil Production "Freeze" Talk Will Have Similar Ending ... No Agreement - Oil cartoon 12.28.2015

 

"We’ve seen this movie before: in response to low oil prices, a few producers propose a production freeze designed to talk up crude prices but has no real impact on fundamentals.

 

According to recent press reports, Venezuela, Kuwait and Ecuador are again pushing a production freeze in response to the recent dip in oil prices. Since OPEC meets informally at the upcoming International Energy Forum (IEF) in Algeria on September 26-28, some market participants believe the Production Freeze 2 has real legs pushing prices higher on Monday.

 

However, we believe the sequel to the production freeze will end the same with no agreement in September. We remain highly skeptical that any meaningful agreement will be reached or that it changes the outlook for oil markets. 

 

  • First, the production freeze is not a serious proposal but designed only as a public relations tool to effect sentiment and try to establish an artificial price floor. 
  • Second, Saudi Arabia and Iran will not agree to a production freeze because the September timing is too soon."

 

Additional oil-related Insights written by McMonigle:

 

 

**For more information about our institutional research contact sales@hedgeye.com.


PREMIUM INSIGHT

[UNLOCKED] Fund Flow Survey | One-Two Punch

[UNLOCKED] Fund Flow Survey | One-Two Punch - dollar pic

This is a complimentary research note originally published August 4, 2016 by our Financials team. If you would like more info on how you can access our institutional research please email sales@hedgeye.com. "In the past two weeks, domestic equity mutual funds have experienced their two largest withdrawals so far in 2016." 


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Daily Market Data Dump: Tuesday

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: Tuesday - equity markets 8 9

 

Daily Market Data Dump: Tuesday - sector performance 8 9 16

 

Daily Market Data Dump: Tuesday - volume 8 9

 

Daily Market Data Dump: Tuesday - rates and spreads 8 9 16

 

Daily Market Data Dump: Tuesday - currencies 8 9

 

Daily Market Data Dump: Tuesday - commodities 8 9


CHART OF THE DAY: Being The Bears On Emerging Markets

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye Senior Macro analyst Darius Dale. Click here to learn more.

 

"... Alas, we should’ve seen broad-based EM reflation coming from a mile away. As rewarding as being the axe on the bear side of EM has been since we authored the call in early 2013 (see: Chart of the Day below) is as shameful as it has felt overstaying our welcome in the YTD."

 

CHART OF THE DAY: Being The Bears On Emerging Markets - 8 9 16 Chart of the Day


PREMIUM INSIGHT

About Everything: The Gig Economy is Alive and Growing

About Everything: The Gig Economy is Alive and Growing - gig econ

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the so-called "gig economy." A broad measure of the gig economy shows that it accounted for as much as 40% of the workforce in 2010, up from 30.6% in 2005. Howe dissects what this means for the U.S. economy and the broader implications for investors.


Early Look

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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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