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"The UST 10YR Yield is at 1.87%, down 31 basis points year-to-date as lower-for-longer continues to get priced in," Hedgeye CEO Keith McCullough wrote earlier today. "The German 10YR is at 0.07% and the Swiss 10YR is at negative -0.21% this morning.
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In this brief excerpt from today’s institutional morning macro call, Hedgeye CEO Keith McCullough discusses the continuing descent of bond yields around the world.
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Takeaway: Eastern Med issues and worse non-US onboard spend accounted for lower yield guidance. Asia (ex China) also mixed. The momo is over.
Q & A
Hedgeye CEO Keith McCullough shares the top three things in his macro notebook this morning.
Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.