• The Macro Show → Get 30 Days Free Access (No Strings Attached)

    Your portfolio deserves more. Turn off unaccountable CNBC pundits and turn on “The Macro Show.” Hosted each morning by Hedgeye CEO Keith McCullough, The Macro Show is the best investing analysis money can buy.

Want to better understand the big picture macro market developments? Sign up for more information about our soon to be released weekly newsletter Market Edges.

Around the World: 9 Market Charts, Tweets & Insights to Start Your Day - sun rises

To help contextualize this morning's market moves around the world, below are insights and analysis from our research and Hedgeye CEO Keith McCullough's Twitter feed.

THE S&P 500 SCORE

"Looking at the chart of the Hedgeye forecasts in the out quarters, you can also see that we eventually get to a 3% handle in Q1 of 2018," writes Hedgeye CEO Keith McCullough in today's Early Look.

South Korea

With U.S. growth accelerating in the U.S., emerging market capital goods manufacturers like South Korea will continue to benefit. 

(S)pain

Economies in the south of Europe, like Spain, are slow moving demographic disasters. To make matters worse, here are three additional reasons to be bearish on Europe.

Bank of England

FYI: BoE Governor Carney says the central bank is thinking about taking foot off accelerator (BBC Radio 4). 

Oil

This is bullish for oil.

Oh, And CNBC Viewership

This is a little embarrassing.

IN CASE YOU MISSED IT...

The U.S. economy is accelerating.

Want to better understand the big picture macro market developments? Sign up for more information about our soon to be released weekly newsletter Market Edges.

Around the World: 9 Market Charts, Tweets & Insights to Start Your Day - market edges