• Webcast: The Massive Tectonic Shifts in the Global Economy

    Trendspotting investment strategist and former WH economic advisor Pippa Malmgren talks markets and geopolitics with Keith McCullough

Want to better understand the big picture macro market developments? Get a free month of our newly-launched weekly newsletter Market Edges.

7 Tweets, Charts & Investing Insights to Start Your Day - coffee markets

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.

S&P 500 Hits All Time Highs!

The chart below breaks down yesterday's S&P 500 all-time highs by sector. As you can see, the Financials (XLF) led the pack (+1% on the day) and Utilities (XLU) sucked wind (-1.7%).

Small Business Optimism Hits 34-Year Highs

The NFIB's Small Business Optimism Index rose to the highest level since 1987. 

PPI: Fastest Pace of Growth in 5 Years

Is this the peak? Read today's Early Look (our morning market newsletter) and find out what we think.

A Brief Reminder on Rate Hike Day

It's widely expected the Federal Reserve will raise interest rates today. Market participants' rate hike expectations are literally at 100%. Below is some historical context on rate hike day...

BEFORE YOU GO...

With the U.S. stock market at all-time highs, it's worth reflecting on what sent stocks to such stratospheric levels. Here you go.

There are a lot of myths of modern macroeconomics that card-carrying PhDs hold dear. Here's one as identified by former St. Louis Fed Vice President Dr. Daniel Thornton. A must-read...

Want to better understand the big picture macro market developments? Get a free month of our newly-launched weekly newsletter Market Edges.

7 Tweets, Charts & Investing Insights to Start Your Day - market edges