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Takeaway: Our Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and proprietary quantitative market context.

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

  1. The persistence of #Quad4 deflationary pressures in the commodity complex and China's impact on this trend
  2. Why this is a GREAT spot to short U.S. equities 

Best of luck out there,

Darius Dale

Associate: Macro Team