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Takeaway: The biggest, current risk to forward growth domestically is not Congress, it's the prevailing policy position of the Fed.

#BernankevsCongress: The biggest, current risk to forward growth domestically is not Congress, it's the prevailing policy position of the Fed. Policy drives currencies and the Dollar is breaking down - with significant global macro investment implications.

Hedgeye Q4 Macro Theme #1 - mi1

This is a brief excerpt from Hedgeye's 52-page Q4 Macro Theme Deck. For information on how you can subscribe to Hedgeye research click here.