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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.
South Korea
With U.S. growth accelerating in the U.S., emerging market capital goods manufacturers like South Korea will continue to benefit.
(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.
Bank of England
FYI: BoE Governor Carney says the central bank is thinking about taking foot off accelerator (BBC Radio 4).
Oil
This is bullish for oil.
Oh, And CNBC Viewership
This is a little embarrassing.
IN CASE YOU MISSED IT...
The U.S. economy is accelerating.
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.
