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To help contextualize this morning's market moves around the world, below are insights and analysis from our research and Hedgeye CEO Keith McCullough's Twitter feed.
THE S&P 500 SCORE
"Looking at the chart of the Hedgeye forecasts in the out quarters, you can also see that we eventually get to a 3% handle in Q1 of 2018," writes Hedgeye CEO Keith McCullough in today's Early Look.
https://twitter.com/KeithMcCullough/status/913690570501042176
https://twitter.com/KeithMcCullough/status/913759724507734017
South Korea
With U.S. growth accelerating in the U.S., emerging market capital goods manufacturers like South Korea will continue to benefit.
https://twitter.com/KeithMcCullough/status/913694012086865920
(S)pain
Economies in the south of Europe, like Spain, are slow moving demographic disasters. To make matters worse, here are three additional reasons to be bearish on Europe.
https://twitter.com/KeithMcCullough/status/913695633764175872
Bank of England
FYI: BoE Governor Carney says the central bank is thinking about taking foot off accelerator (BBC Radio 4).
https://twitter.com/KeithMcCullough/status/913698128364212225
Oil
This is bullish for oil.
https://twitter.com/KeithMcCullough/status/913696463502311424
Oh, And CNBC Viewership
This is a little embarrassing.
https://twitter.com/Hedgeye/status/913749069205577728
https://twitter.com/KeithMcCullough/status/913749610383970305
IN CASE YOU MISSED IT...
The U.S. economy is accelerating.
https://twitter.com/KeithMcCullough/status/913698517666996224
Want to better understand the big picture macro market developments? Sign up for more information about our soon to be released weekly newsletter Market Edges.
