“Is it all priced in?”
An uncharacteristically large proportion of questions that have come into our desk in recent days have resembled some version of that singular inquiry. While it’s hard to conclude anything about buyside positioning from a few dozen emails, phone calls, and meetings, its easy to conclude what’s increasingly and broadly on the minds of investors when our discussions with clients get this concentrated in a hurry.
Join us next Monday, August 5th at 11am ET for a live webcast hosted by Hedgeye CEO Keith McCullough to discuss what we think the answer to the aforementioned question is in the context of our revised US GIP Model outlook post Friday’s 2Q GDP data (CLICK HERE to review that analysis in more detail).
We’ll keep our prepared remarks brief and only highlight what we think are the most important macro developments for investors to monitor over the next few months and into 2020. We’ll also have an extended [anonymous] Q&A session as well.
- CLICK HERE to access the live webcast and presentation materials
- Toll Free:
- UK: 0
- Confirmation Number: 13693326
For those of you who cannot join us live, we will be distributing a replay video of the presentation shortly after it concludes.
-The Hedgeye Macro Team