• Hedgeye Investing Summit: A Special HedgeyeTV Webcast Event

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications. Join Hedgeye CEO Keith McCullough and our special guests live from October 14-16.

 Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. 

After a decade of waiting for Godot on wage growth, we’re finally at a point in the domestic business cycle where the relationship between labor and profits starts to matter, big time. In the presentation, we’ll detail the downside risks to the consensus 4Q19E/2020E EPS recovery narrative. 

CHART OF THE DAY: Earnings Season Catalyst  - Chart of the Day

CHART OF THE DAY: Earnings Season Catalyst  - early look