In this morning’s edition of The Macro Show, Hedgeye CEO Keith McCullough answers subscriber questions regarding how the recent correction in lumber prices.
"When I think about housing, I think about wood. Both of them are threatening a Hedgeye TREND breakdown right now,” explains McCullough, as he goes on to discuss where he’d be allocating capital right now.
“Rising interest rates are a major catalyst to the downside for both of these.”
