• Our Favorite ETF Ideas: Get 30-Days Free

    Get 1-month of completely free access to “ETF Pro Plus” – our Macro team’s monthly strategy note distilling our macro investment research down to our favorite ETF exposures.

In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses the global focus of the Hedgeye #process and hits on the current #Quad2 signals in rates and commodities.

"There’s still a beautiful setup in Europe; if you’re doing ‘global’ macro, why are you so U.S. Equity-centric? I’m trying to understand why people pay so much attention to these narratives or ‘calls’," explains McCullough, as he dives into the consolidation signals he’s seen in commodities and rates, as well as his outlook for the rest of the week.

“Look at interest rates globally this morning, they’re up. And why wouldn’t they be? This is obviously a manifestation of global #Quad2 in Europe.”

Macro Monday: Keith McCullough on Global Equities, Rates and Commodities - hedgeIQ