The Economic Data calendar for the week of the 15th of August through the 19th of August is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.
Central planners have the delusional idea that they can smooth economic gravity. That #BeliefSystem is breaking down.
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In this brief excerpt from our “Healthcare Earnings Recap” call earlier this week, Hedgeye’s Tom Tobin explains why Healthcare earnings trends don’t bode well for the industry’s stocks.
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If you believe this ends well, you also have to believe the Fed’s next ease will involve buying of corporate bonds and monetization of debt.
Given the nasty reality of underperforming corporate earnings, Wall Street's earnings estimates for coming quarters look downright ridiculous.
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.
Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.