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Don't fight the Fed. Front-run it

SUMMARY OF FED CHAIR POWELL'S SPEECH (9/17/25): 1. Unemployment rate has risen along with downside risks to employment 2. Inflation has risen and remains "somewhat elevated" 3. Growth in economic activity has "moderated" 4. Job creation rate is "below the breakeven rate" to

What happened the last time the Fed cut rates into rising inflation? Asking for a friend...

Not sure why we are still pretending the Fed can make accurate forecasts

"It's deeply embeded in our culture" (going back to at least 1971) that politics play a major role in our decision making -Powell

FYI: Bonds are trading this Fed cut as hawkish.

I wish we could be in this Q&A Ryan Ricci

The Fed desperately needs our Inflation Nowcast.

Powell on the job creation "breakeven rate": "You can say it's somewhere between 0 and 50,000, and you'd be right, or wrong" Super helpful, thanks!

🚨 Our "Silent Auction" is NOW LIVE! 🚨 Join us in helping support children and families in need with a special focus on scholarships, youth sports, and community programs with the Chelsea Piers Foundation. Bid on incredible items, experiences, and even a portfolio coaching

What are we doing here… dressed for the circus! Keith McCullough

Hedgeye Financials subscribers will get our note on this new update and how it impacts FICO and the Credit Bureaus. For access, contact [email protected] #FICO #CreditScores #Macro #Housing

TGIU (Thank Goodness It's Uptober) Hedgeye Digital Assets

Momentum is not a dirty word… Too many so-called “smart” investors turn their nose up to the idea of momentum. Momentum reflect two things: Flows - more and more, given the market structure; Fundamentals - momentum leads changes in fundamentals.

I reviewed one of the most important slides in our Macro Deck with Liz Ann Sonders at the Hedgeye Investing Summit yesterday The #1 Reason Why The Russell $IWM Is Ripping Is This Chart Additionally, 41 of the SP500's companies have reported an aggregate +14.5% EPS Growth Rate so

Always enjoy writing Early Looks, especially with inspiration from our very own Neil Howe. Today's note was focused on The Fourth Turning and how it's playing out in real-time across markets and society. Reach out to [email protected] for access. #Hedgeye #Macro

This Week's Events Hedgeye Nov 6: Felix Wang, CFA & Jose Valcourt Data Center Update $NVDA, $AMD, $VRT, $CRWV, $NBIS, $MSFT, $MU Nov 6: Joshua Steiner Housing Q4 Update & Outlook Nov 7: Jay Van Sciver New Short – $STLD; US Steel Producers & Underappreciated Tariff Impacts – $NUE,

Had the opportunity to write the Early Look this morning, pulling from some of the best thinking from Keith McCullough and Christian B. Drake. For access, reach out to [email protected] #Hedgeye #Macro

Fact: The best interns run through the Restaurants (Howard W. Penney) vertical. Weekend sweep for Jojo, Chenner, and Yale Men's Hockey!! Keith McCullough Jonesy Matt Cooper