Today on The Macro Show, Hedgeye CEO Keith McCullough discusses how he won’t let CPI headline narratives effect his process during a #Quad4 outlook.
“There’s this thing called #Quad4. If the CPI is greater than 9.1%, that would change my process,” says McCullough. “#Quad4 down CPI is what we’re looking for. CPI today is going to be what the recession growth data is going to be 6 to 9 months from now.”