EVENTS:   A Dangerous Equation: The Explosion of Enterprise AI Use + The Explosion of AI-Armed Hackers - Randy Eckel/Marker Advisors - 29 Jul 26     ROADSHOWS: L/S Consumer Staples And Retail Ideas - Daniel Bilosi & Brian McGough /Hedgeye   •   London   03 - 07 Aug 26      

2026 Macro Themes with Keith McCullough

Hedgeye

Thu 26 Feb 2026 - 11:00 EST / 16:00 GMT / 17:00 CET

Topics

• USA: #Quad1 Goldilocks

• Rate Cuts: America’s Decelerating Inflation

• Long Gold, Metals, and EM