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.
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