06/19/18 08:24 AM EDT

CHART OF THE DAY: Synchronized Global Recovery? #Over

Keith McCullough

Editor's Note: Below is a brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.

As you can see in today’s Chart of The Day (slide 68 in the Hedgeye Macro Themes deck), the #1 reason why the US Dollar has been breaking out to Bullish @Hedgeye TREND for the last 2 months, is that China, Europe, and most of EM (Emerging Markets) have moved into Quads 3 and 4.

For those of you who are new to dispassionate and data-driven rate of change #process:

Quad 1 and Quad 2 is when GROWTH (as a major factor exposure) is #accelerating
Quad 3 and Quad 4 is when GROWTH is #decelerating

CHART OF THE DAY: Synchronized Global Recovery? #Over

Cartoon of the Day

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Cartoon of the Day: Laughingstock

CHART OF THE DAY: Historic Volatility (One of the Largest $VIX Spikes Ever)

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

Cartoon of the Day: Head In the Clouds

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

Macro Monday 12/16/24: Inflation is Back, and Consensus is Catching Up

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Know When to Get Out: Staying Ahead of Market Crashes

Cartoon of the Day: When Hell Freezes Over

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

Reducing Government Spending Is Key To Reduce Inflation

CHART OF THE DAY: Russell 2000 Has Sucked the Tail Pipe of Alpha Generation

Cartoon of the Day: Reality Check

CHART OF THE DAY: We Continue to Buy Growth $QQQ While Shorting Bonds $TLT

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