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Editor's Note: The chart and excerpt below are from today's Early Look. This morning's note was written by our U.S. Macro Analyst Christian Drake. For more info on subscribing click here.  

Is great not good?   If you can’t be long the best fundamental data in the USA (& best rate-of-change #’s in all of global macro), what can you be long?  

 

Gundlach now says “Watch Out Below”, Dalio now says the next big policy initiative may be easing, not tightening.  Hedgeye has been reiterating the bond bull and global growth-slowing call for ~9-months.  The asset allocation and prospective policy implications are largely implicit. 

CHART OF THE DAY: Homebuilders: Sector Quant | $ITB - HB CoD2