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“This is why the market is starting to signal lower highs on the 10-year yield,” Hedgeye CEO Keith McCullough explains in the clip above from The Macro Show.

“The market is getting ready to rotate.”

McCullough discusses where we are now with respect to Growth and Inflation, and more importantly, where we are heading. He is joined by Senior Macro Strategist Darius Dale.

The two explain some of the key investing implications for investors as we head into the second half of the year.

Watch the clip above for the full discussion.

McCullough: The Market Is Getting Ready To Rotate - the macro show