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.
Our pending Q1 of 2018 call on Reflation’s Rollover Part Deux is, of course, data dependent. Unlike some of those we compete with on the Old Wall, our “calls” on both growth and inflation aren’t born out of “theories.”
Our macro calls aren’t about what we’d like the data and markets to do – they are about what the data and markets are doing.
