Below is today's "Chart of the Day" highlighted in today's Early Look by Director of Research Daryl Jones along with a very brief excerpt.
|
One key theme for the remainder of the year is the idea that globally, we will get a #Quad2 environment. This occurs when both growth and inflation are accelerating. In fact, the average Quad for the 48+ major economies we track is #Quad2 through the end of 2024. This combination of growth and reflation is typically very good for risk assets. |
This is a small taste from the Early Look which is delivered to investors every morning before the market opens. We encourage you to ditch the narrative-laden, CNBC-BS crowd and join a better way.
HELPFUL LINKS:
Join New Subscriber Orientation
Hedgeye University | Become a Better Investor
Hedgeye Education Center | Learn More About Hedgeye
