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Editor's note: This is a brief excerpt from Hedgeye CEO Keith McCullough's research this morning. For more information on how you can subscribe click here.

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If you ask the global manufacturing PMI data for December, the world slowed. Not only did the U.S. Markit PMI readings slow, but both China and all of Europe was either flat to down month over month vs. November.

Global #GrowthSlowing + #Deflation keeps the Long Bond (TLT) my top Big Macro Long idea right now.

The Global Growth Slowing, Deflationary Math Right Now - 55