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Inflation is set to rollover.

That’s our call.

If we’re right on inflation, bond yields are going to rollover.

So, what to do?

At the very least, investors should cover shorts on slow growth and low beta defensive sectors such as Utilities, REITs and consumer staples.

What’s the catalyst that could cause all this to happen?

Watch the full clip featuring Hedgeye CEO Keith McCullough for more.

McCullough: My Playbook for What Comes Next - the macro show