MONTHLY STRATEGY CALL: SHOULD U.S. GOVERNMENT DEBT BE RATED JUNK STATUS?: REPLAY & SLIDES

To access the replay and the slides, please copy and paste the links below into your URL. 

  

Podcast: https://www.hedgeye.com/feed_items/8837

 

 

Slides: http://docs.hedgeye.com/US%20Sovereign%20Debt.pdf

 

*******************************************************************************************

 

The Hedgeye Macro Team, led by CEO Keith McCullough and Managing Director Daryl Jones, hosted our August Macro Theme Call focused on one of the most timely economic questions facing investors:

 

"Should U.S. Government Debt Be Rated Junk Status?"

 

 As a reminder, key topics discussed on the call were:

  • The implications for the U.S. economy of the massive build up of debt
  • Various federal budget scenarios and their key drivers
  • GDP growth implications based on accelerating debt balances
  • Implications to the deficit under different interest rate regimes
  • Comparison of the U.S. to the PIIGS on key ratios
  • Appropriate investment vehicles for this long-term TAIL theme

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


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