HEDGEYE'S 4Q MACRO THEMES CALL – REPLAY & SLIDES

HEDGEYE'S 4Q MACRO THEMES CALL – REPLAY & SLIDES

Call recorded on: Tuesday, October 5th, 2PM EDT

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

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The Hedgeye Macro Team, led by CEO Keith McCullough, detailed 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.

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Regards,

Hedgeye Macro Team