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Takeaway: The Hedgeye Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and noteworthy quantitative signals.

CLICK HERE to view the document. In today’s edition, we highlight:

  1.  The breakdown across various pocket of the Fixed Income & Yield Chasing primary asset class
  2. Our preference for large-cap Consumer Staples (XLP) in lieu of Utilities (XLU) on the long side going forward

Best of luck out there,

Darius Dale

Associate: Macro Team