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CHART OF THE DAY: Janet Yellen's Favorite Indicator (Is Red)

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

 

Doesn’t this set up nicely for another positive “surprise” by Janet to pivot back to dovish, right before the election? As you can see in the Chart of The Day (her former “favorite” indicator – the Change In Labor Market Conditions Index), it’s very red.

 

And, again, on Friday so was what’s become her new fav indicator – the stock market. Very very, you-gely, red.

 

CHART OF THE DAY: Janet Yellen's Favorite Indicator (Is Red) - el 09.12.16 EL Chart


PREMIUM INSIGHT

REPLAY Special Free Edition of The Macro Show: Beware the Bubble

REPLAY Special Free Edition of The Macro Show: Beware the Bubble - z xq

Did you miss it? Hedgeye CEO Keith McCullough went live (for free) this morning on The Macro Show. It was a no-punches pulled look into why “this is one of the top-3 stock market bubbles in history.” He opened up the discussion during interactive Q&A with viewers.


‘Macro Mentoring’ With Hedgeye’s Keith McCullough : Session 2

In this special HedgeyeTV video, Hedgeye CEO Keith McCullough goes to the board and sheds light on critical subscriber questions including where we are in the current economic cycle, how this is affecting consumers, implications of what the Fed is doing on the interest rate front, and why the “rate of change” is so important when analyzing macro data sets.

 


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The Week Ahead

The Economic Data calendar for the week of the 12th of September through the 16th of September is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

 

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The Week Ahead  - Week Ahead


Cartoon of the Day: Demographics

Cartoon of the Day: Demographics - storkish cartoon 09.09.2016

 

America may have a bigger problem than a fickle Fed.


Why We (Really) Like Short LuluLemon | $LULU

He may wear Lululemon’s clothes, but Hedgeye Retail analyst Alec Richards is recommending investors short the stock. He gives a granular look into why shares of LuluLemon (LULU) have considerable downside from here.


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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