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A Truly Sad Wall Street Narrative = "There Is No Alternative To Stocks"

Takeaway: Wall Street's "there is no alternative to stocks" narrative now completely ignores crashing markets in China, Europe, and Japan.

Unfortunately the “there’s no alternative to stocks” narrative hasn’t held this year in China, Europe, or Japan – Nikkei down another -1.2% overnight taking its crash from the 2015 high to -21.7% (Japanese Gov Pension fund just lost $52B being long stocks in Q2, with the BOJ buying them!)

 

Take a look at Italy...

 

 

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


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 26

 

Daily Market Data Dump: Friday - sector performance 8 26

 

Daily Market Data Dump: Friday - volume 8 26

 

Daily Market Data Dump: Friday - rates and spreads 8 26

 

Daily Market Data Dump: Friday - currencies 8 26

 

Daily Market Data Dump: Friday - commodities 8 26


Poll of the Day: Which Movie Below Best Captures Janet Yellen's Fed Tenure?

Takeaway: What do you think? Cast your vote. Let us know.

 

 


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CHART OF THE DAY: Don't Break Out The Bubbly Just Yet

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye U.S. Macro analyst Christian Drake. Click here to learn more.

 

"... As can be seen in the Chart of the Day below, Forward Capex Plans as measured by a composite of the Fed Regional Surveys remains on its one-way street to lower-lows, suggesting the negative trend in investment spending is unlikely to ebb in the coming quarter(s)."

 

CHART OF THE DAY: Don't Break Out The Bubbly Just Yet - Capex Plans CoD2


The Big Joke: Animated Cartoon Nails Squirrely Fed

In this excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains why Fed policy is a joke (with a little help from our incomparable cartoonist Bob Rich). 


Cartoon of the Day: Fed-Induced Hyperventilation

Cartoon of the Day: Fed-Induced Hyperventilation - Jackson Hole cartoon 08.25.2016

 

The epidemic that's sweeping over Wall Street has been officially dubbed by physicians, "Fed-Induced Hyperventilation."

 

Click here to receive our daily cartoon for free.


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