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PREMIUM INSIGHT

Can The Fed Smooth The #CreditCycle?

Can The Fed Smooth The #CreditCycle? - dollar cartoon 07.02.2014

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.


PREMIUM INSIGHT

1 Chart: Why Wall Street's Earnings Estimates Defy Common Sense & Rationality

1 Chart: Why Wall Street's Earnings Estimates Defy Common Sense & Rationality - earnings cartoon 07.18.2016

Given the nasty reality of underperforming corporate earnings, Wall Street's earnings estimates for coming quarters look downright ridiculous.


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, 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: Friday - equity markets 8 12

 

Daily Market Data Dump: Friday - sector performance 8 12

 

Daily Market Data Dump: Friday - currencies 8 12

 

Daily Market Data Dump: Friday - commodities 8 12


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.

A Closer Look At Europe's (Still Slowing) Economic "Growth"

Takeaway: European economic growth data disappoints (again).

A Closer Look At Europe's (Still Slowing) Economic "Growth" - Draghi cartoon 03.09.2016

 

Got GDP Slowing? Yes! Inline with our #EuropeSlowing theme, Q2 preliminary GDP slowed across the Eurozone, to 0.3% vs 0.6% in the prior quarter. Specific country results: Germany (0.4% vs 0.7% in the prior quarter); France (0.0% vs 0.7%); and Italy (0.0% vs 0.3%). Our bearish bias on the Eurozone remains intact.

 

Below is the country-by-country breakdown.

 

Click image to enlarge

A Closer Look At Europe's (Still Slowing) Economic "Growth" - eurostat

 

Editor's Note: The snippet above is from a note written by the Hedgeye Macro team and sent to subscribers this morning. Click here to learn more.


CHART OF THE DAY: The Gig Economy is Alive and Growing

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye Managing Director Neil Howe. Click here to learn more.

 

"... One is part-time workers, who have grown as a share of the workforce by about 2 percentage points since the Great Recession. Another is independent digital contractors, who—while still few in number—are surging. JPMorgan Chase finds that, as of August 2015, 1 percent of adults make money in the “online platform economy” each month (as Uber drivers, Airbnb renters, etc.)—a tenfold increase from October 2012. During the same time period, the share of Americans who report ever having worked in the online platform economy exploded 47-fold to 4.2%."

 

CHART OF THE DAY: The Gig Economy is Alive and Growing - neil 6


Cartoon of the Day: We ❤ Gold

Cartoon of the Day: We ❤ Gold - Gold cartoon 08.11.2016

 

Gold is up 25% year-to-date.


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