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Editor's Note: Below is an excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. If you're serious about getting (and staying) a step or two ahead of consensus, click here.

...But, after 600 or so “rate cuts”, globally… what you have is a lot of inventory (supply – see Chart of The Day from our pending Q4 Themes Call), slowing demand, and … well… graying times for long-term global growth forecasts.



Roger that. What’s next?

CHART OF THE DAY: What Do You Get After +600 Global Rate Cuts?  - zz 10.06.15 chart