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Cartoon of the Day: The Land of Make-Believe

Cartoon of the Day: The Land of Make-Believe - Central banks cartoon 08.12.2016

 

Central planners have the delusional idea that they can smooth economic gravity. That #BeliefSystem is breaking down.

 

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Tobin: Shorting Healthcare Is A ‘Layup’

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.


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.


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.

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


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.


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.

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