In this clip from The Macro Show on 6/1/22, Hedgeye CEO Keith McCullough frames recent divergences in how bond yield Risk Ranges are moving across the yield curve, specifically within the context of Hedgeye’s GIP Model.
“Real Growth expectations are starting to fall faster,” notes McCullough. “What’s not anchored, and getting more negative, is [growth]. Both on the jobs front, and the consumption front, these numbers are going down at a faster rate.”
