McCullough: I Don't Like German Stocks

03/06/18 03:04PM EST

Mainstream media is blaming #EuropeSlowing on Trump. The reality is that this move was occurring well before the #TariffTrade news last week. We’re the only firm with this contrarian market call on Europe.

"The main reason why we don't like German stocks is because we're in Quad 4. Because you have growth and inflation slowing in our forecast for the forseeable future. I don't like Germany, if you're okay with that. I like the place. It's a nice place to visit. But it's a place I don't want to be long in the equity space." -Hedgeye CEO Keith McCullough on The Macro Show on 2/16/18

Watch the short video clip below for more.

https://youtu.be/ck5O9p_VB5E?t=1s

McCullough: I Don't Like German Stocks - the macro show

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