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Today, October 5th, 2PM EDT

5-10 minutes prior to the 2 PM EDT start time please dial:

(Toll Free) or (Direct)
Conference Code: 724674#

To access the 4Q Key Macro Themes materials please click here.

To submit questions for the Q&A, please email .


The Hedgeye Macro Team, led by CEO Keith McCullough, will detail Hedgeye's 4Q Key Macro Themes, which are as follows:

  • Japan's Jugular - The Keynesian experiment that is Japan will continue to implode in Q4. The Yen, JGBs, and Nikkei all remain at risk.
  • Krugman Kryptonite - As the Fed signals its intent to use more Krugman Kryptonite (printing dollars/ quantitative easing) we look at both the short and long term implications behind the faulty math of Dr. Krugman.
  • Consumption Cannonball - U.S. consumption will roll over sequentially in Q4 based on our bottom-up consumption model. This is a negative catalyst for our below consensus Q4 GDP domestic growth projections.


Hedgeye Macro Team