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The Hedgeye Macro Team, led by CEO Keith McCullough and Managing Director Daryl Jones, hosted our quarterly themes conference call today. To access the replay and the slides, please click on the links below:

Podcast and slides.

As a reminder, the 3Q10 Key Macro Themes are:

  1. American Austerity - As austerity measures are implemented around the world, the emerging debt and deficit issues in the U.S. will require an imminent and comparable policy response. 
  2. Housing Headwinds - The domestic housing market is faced with another leg down due to a supply and demand imbalance, which will begin to play out in Q3. 
  3. Bear Market Macro - Globally, there are a number of key markets that are in bearish quantitative set ups heading into Q3, which will position our tactical asset allocation. 

As always, if you have any questions regarding any of our processes or conclusions, please email .

We kindly thank you for your support.

Best regards,

The Hedgeye Macro Team