Editor's Note: Below is a brief excerpt and chart from today's Early Look written by CEO Keith McCullough. Click here to learn more about the Early Look.
What is new is our call to reverse our SEP-DEC Bullish @Hedgeye TREND view on REFLATION. We’re calling for Reflation Rollover Part Deux in Q1 of 2018 (Part I was when we made that call in Q2 of 2017).
If we’re right, Reflation’s Rollover should, at a bare minimum, stop bond yields from rising at the #accelerating pace we’ve seen for the past 3 months.
