In this special HedgeyeTV video, Hedgeye CEO Keith McCullough goes to the board and sheds light on critical subscriber questions including where we are in the current economic cycle, how this is affecting consumers, implications of what the Fed is doing on the interest rate front, and why the “rate of change” is so important when analyzing macro data sets.

The Economic Data calendar for the week of the 12th of September through the 16th of September is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

America may have a bigger problem than a fickle Fed.

He may wear Lululemon’s clothes, but Hedgeye Retail analyst Alec Richards is recommending investors short the stock. He gives a granular look into why shares of LuluLemon (LULU) have considerable downside from here.

This is a recent research note written by our Retail team. Email sales@hedgeye.com for more information.

Join Demography Sector Head Neil Howe and Healthcare Sector Head Tom Tobin as they discuss the latest About Everything edition Healthcare for the Middle Class? 

ACA has proven effective as a jobs and consumption stimulus program.  It served to augment employment growth over the last two years and has helped support headline payroll gains in the face of ex-healthcare softening in 2016. However, as the #ACATaper theme plays out and the benefit decays, the support to NFP will similarly diminish.   

The Fed pivoted from hawkish in December, to dovish in March, hawkish in May, dovish in June, and back to hawkish in August. That’s 5 policy pivots in just 7 months.

Hedgeye CEO Keith McCullough answers an important question from a subscriber during The Macro Show this morning. 

The following note written by Hedgeye Managing Director Howard Penney (originally entitled CMG | This Is Why I Play) was sent to our institutional subscribers yesterday. It was written in response to news that activist investor Bill Ackman's Pershing Square has taken a 9.9% stake in Chipotle.