In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough answers a Hedgeye Power User’s question on the potential for a breakout in the 2-year Treasury Yield, and actionable investing ideas on the back of that forecast.

"Higher-lows within Bullish Hedgeye TRENDS are like a trampoline for a breakout. If we get that, in #Quad3 we should see a downward sloping 10-year yield and an upward sloping 2-year yield. That compresses the curve, " explains McCullough, as he discusses some potential long plays based on this outlook.

McCullough: The Yield Curve Compresses In #Quad3 (And How I’m Investing) - Youtube Banner copy