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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?”

McCullough: Global Longs/Shorts + Vol Spiking (Then Crashing) - University Banner copy