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PREMIUM INSIGHT

About Everything | Augmented Reality: Better Than Virtual?

About Everything | Augmented Reality: Better Than Virtual? - pokemon go

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the media hype surrounding virtual reality versus "the next big thing [that] may already be sitting in your pocket: augmented reality." Howe breaks down the key takeaways and explains the broader implications for investors.


Daily Market Data Dump: Monday

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: Monday - equity markets 8 15

 

Daily Market Data Dump: Monday - sector performance 8 15

 

Daily Market Data Dump: Monday - volume 8 15

 

Daily Market Data Dump: Monday - rates and spreads 8 15

 

Daily Market Data Dump: Monday - currencies 8 15

 

Daily Market Data Dump: Monday - commodities 8 15


Got #GrowthSlowing? These Poor Central Planners Just Don't Get It

Takeaway: The 10s/2s yield spread was down -6bps on the week & down -41bps year-to-date. Got #GrowthSlowing?

Another “scare” of “rising 10yr yields” met with another ramp in long-term bonds last week; we’re up to $13.4T in negative yielding bonds globally now (vs. 13.1T last wk) as global growth continues to look like Yield Spreads (slowing); UST 10yr down another beep to 1.50% this morning and the USA Yield Spread testing YTD lows at 80bps (short Banks #reiterated).

 

Got #GrowthSlowing? These Poor Central Planners Just Don't Get It - 10yr2yr 8 15

 

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.


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CHART OF THE DAY: Reflation Under Siege

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.

 

"... With the “reflation” trade under siege since peaking in early June, a -0.2% year-over-year Producer Price report for JUL (vs. +0.3% y/y in JUN) gave the market what it loves most when it can’t beat 1% GDP growth – Down Dollar, Down Rates:

 

  1. US Dollar Index ended the week down -0.5%
  2. US 10yr Yield fell 8 basis points on the week to 1.51%
  3. CRB Index and Oil reflated +0.5% and +6.4% on the week, respectively" 

 

CHART OF THE DAY: Reflation Under Siege - 08.15.16 chart


REPLAY! This Week On HedgeyeTV

Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro ShowReal-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.

 

Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)

 

Enjoy!   

 

1. Tobin: Shorting Healthcare Is A ‘Layup’ (8/12/2016)

 

 

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.  

 

2. Van Sciver: I’m Pretty Excited About The CAT Short Call (8/11/2016)

 

 

In this excerpt from our Short Caterpillar Black Book presentation held on August 4, 2016, Hedgeye Industrials analyst Jay Van Sciver discusses where CAT ranks on his list of short calls.

 

3. McMonigle: An OPEC Meeting Spoiler Alert (8/11/16) 

 

 

In this brief HedgeyeTV video, Hedgeye Potomac Senior Energy Policy analyst Joe McMonigle explains why Saudi Arabia and Iran will once again dash OPEC oil production “freeze” discussions.

 

4. About Everything | Q&A with Neil Howe: The Gig Economy is Alive and Growing (8/9/2016)

 

 

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.

 

Click here to access the associated About Everything slides.

Click here to read Howe’s associated About Everything piece.

 

5. What Wall Street Missed About Friday’s Jobs Report (8/8/2016)

 

 

In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale discuss Friday’s Jobs Report. Spoiler alert: #EmploymentSlowing.

 

Click here to subscribe for free to our YouTube channel.


This Week In Hedgeye Cartoons

Our cartoonist Bob Rich captures the tenor on Wall Street every weekday in Hedgeye's widely-acclaimed Cartoon of the Day. Below are his five latest cartoons. We hope you enjoy his humor and wit as filtered through Hedgeye's market insights. Bob is on a much-deserved summer vacation. While he kicks back and relaxes, we're going into the Hedgeye Vault and highlighting some of his best work. (Click here to receive our daily cartoon for free.)

 

Enjoy!

 

1. The Land of Make-Believe (8/12/2016)

This Week In Hedgeye Cartoons - Central banks cartoon 08.12.2016

 

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

 

2. We ❤ Gold (8/11/2016)

This Week In Hedgeye Cartoons - Gold cartoon 08.11.2016

 

Gold is up 25% year-to-date.

 

3. Sign of the Times (8/10/2016)

This Week In Hedgeye Cartoons - 10 yr yield cartoon 08.10.2016

 

Ten-year yields, globally, were down across the board this morning. Got#GrowthSlowing?

 

4. Twilight Zone (8/9/2016)

This Week In Hedgeye Cartoons - Euro Zone cartoon 08.09.2016

 

One of our top three 3Q16 Macro Themes is #EuropeImploding.

 

5. Employment Growth Slowing (8/8/2016)

This Week In Hedgeye Cartoons - jobs cartoon 08.08.2016

 

While Wall Street trumpeted Friday's headline 255,000 jobs number as "good," the year-over-year rate of change continues to slow from 2.3% in February of 2015 to last week's reading of 1.72%.

 

Click here to receive our daily cartoon for free.


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