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PREMIUM INSIGHT

[UNLOCKED] Fund Flow Survey | Defense Wins Championships

[UNLOCKED] Fund Flow Survey | Defense Wins Championships - dollar

This is a complimentary research note originally published August 25, 2016 by our Financials team. If you would like more info on how you can access our institutional research please email sales@hedgeye.com.


What's Happened To Bernanke's Commodity Bubble? DEFLATION...

Takeaway: A Fed rate hike could precipitate the next leg down in deflation's dominos.

A long-term bear market in one of Bernanke’s Down Dollar asset bubbles remains firmly intact. After failing the “breakout” for the technicians > 200 in June, the CRB Index is down -7% from that lowerlong-term high; it’s going to get decimated by Deflation’s Dominoes if the Fed tightens.

 

 

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: Wednesday

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: Wednesday - equity markets

 

Daily Market Data Dump: Wednesday - sector performance

 

Daily Market Data Dump: Wednesday - volume

 

Daily Market Data Dump: Wednesday - rates and spreads

 

Daily Market Data Dump: Wednesday - currencies

 

Daily Market Data Dump: Wednesday - commodities


Hedgeye Statistics

The total percentage of successful long and short trading signals since the inception of Real-Time Alerts in August of 2008.

  • LONG SIGNALS 80.33%
  • SHORT SIGNALS 78.51%

Poll of the Day: If You Could SHORT Only One Position Below, Which Would It Be?

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


CHART OF THE DAY: Great Job, Janet

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. 

 

"... That’s right. One super #LateCycle number (US jobs report) will determine the direction of the economy, when they raise rates, and what they do to justify it amidst the rest of leading indicator data. It will determine our market life, while we’re still pitching.

 

Great job, Janet."

 

CHART OF THE DAY: Great Job, Janet - 08.31.16 EL Chart


Cartoon of the Day: Pregnant Pause

Cartoon of the Day: Pregnant Pause - Jobs cartoon 08.30.3016

 

Will Friday's Jobs Report give the Fed the green light for 2016 interest rate hikes? No matter what the headline number is the year-over-year rate of change in jobs growth peaked in February 2015 and continues its past peak slide.


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