"My job isn’t to opine on whether or not I like tariffs or Trump," Hedgeye CEO Keith McCullough wrote Keith McCullough in today's Early Look. "It’s to refresh my independent and apolitical research process for both incoming data and market signals at the top of every risk management morning.
If you want a Macro Tourist and/or political pundit to tell you that the incoming Chinese and/or European data #slowing (i.e. pre #TariffTrade news) is all about Trump, you can find plenty to suit that narrative. Mine’s been data-driven for months now.