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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 broad-based weakness across asset classes and why we think that is occurring
  2. What asset classes and style factor exposures we think investors will be increasingly forced to chase going forward
  3. Why the bond market is signalling #GrowthSlowing in the US and not just in Europe

Best of luck out there,

Darius Dale

Associate: Macro Team