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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.  Why investors should be raising cash
  2. For those investors who must remain fully invested, we highlight the rotation within Fixed Income & Yield Chasing to demonstrate how an investor may tilt their book in a defensive manner in preparation for continued #Quad4 deflation

Best of luck out there,

Darius Dale

Associate: Macro Team