McCullough: Global Longs/Shorts + Vol Spiking (Then Crashing)

11/01/21 04:29PM EDT

https://youtu.be/cgJRlk8aU7A

In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough highlights the key macro moves he’s keen on and how he’s fading the Street consensus.

Today’s Top 3 Things: Asia Divergences, Rising Bond Yields, Falling Vol

  1. “We had a lot of economic data and divergences – China, Hong Kong, South Korea (Hedgeye Shorts) decelerated while India’s stock market was up +1.4% on the 4th month of economic acceleration on PMI.”
  2. “Bond yields are trending higher – a lot of #Quad2s in Europe, the U.S., and Asia.”
  3. “The VIX went to 28 in September than dropped -28%. So what do you do in the last month?”

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