Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
Today’s Q3 Mid-Quarter Update Macro Themes presentation has 188 slides in the deck.*
On slide 22, we show the most important starting point to have a mathematically oriented debate about headline US INFLATION: the 2-year Base Effects for Headline CPI (Consumer Price Inflation). I’ll summarize with 3 critical modeling points:
*Institutional subscribers will have LIVE access to the content and presentation (ping email@example.com).