12/16/24 07:55 AM EST

CHART OF THE DAY: Consensus Faces Reality as Inflation Reaccelerates

Below is a brief excerpt and the "Chart of the Day" from today's Early Look note written by Keith McCullough.

The biggest thing that happened in Macro last week was that consensus was forced to face the reality of re-accelerating US INFLATION. Everyone following the Commodities Market and our US INFLATION Nowcast knew that was coming.

CHART OF THE DAY: Consensus Faces Reality as Inflation Reaccelerates

Cartoon of the Day

McCullough: Mastering Discipline in Position Sizing

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Cartoon of the Day: "Fed Late"

CHART OF THE DAY: My Framework for Position Sizing

Know When to Get Out: Staying Ahead of Market Crashes

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Know When to Get Out: Staying Ahead of Market Crashes

McCullough: ‘Gargantuan’ Turn In U.S. Small Business Data

Macro Monday: Stagflation Risks & Opportunities

GEOPOLITICS | Col. Jeffrey McCausland: All Wars Must End – Even in Ukraine

TPB Has Doubled Since June—Why It's Still a Great Opportunity

Cartoon of the Day: When Hell Freezes Over

CHART OF THE DAY: #Quad2 Framework Playing Out

Cartoon of the Day: Crypto Christmas

CHART OF THE DAY: A Key U.S. Growth Signal You May Have Missed

Sign up for free: Hedgeye's Market Brief