The Hedgeye macro team remains steadfast that US GDP growth will continue to accelerate for at least the next few quarters (1Q-2Q). This should continue to support domestic focused equities. And, more specifically, Consumer Discretionary and Tech.
Aside from remaining bullish on domestic equities, our analysts think the rest of the world could experience a bumpier ride in 2018. They contend that after a year of “synchronized” global recovery, we could now see some meaningful growth divergences across major world economies, most notably in the Eurozone.
Here's a look at our top three themes for 1Q 2018:
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