EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 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