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.”