EVENTS:   Lunch - How Bull Markets Die - Jawad Mian/Stray Reflections - 03 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26      

2026 Macro Themes with Keith McCullough

Hedgeye

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

Topics

USA: #Quad1 Goldilocks

Rate Cuts: America’s Decelerating Inflation

Long Gold, Metals, and EM