Editor's Note: Below is a brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.
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That’s why it’s so important to be diligently measuring and mapping the cycle to stay ahead of Phase Transitions (i.e. @Hedgeye TREND reversals). Most of what I’m recapping from last week is consistent with TRENDs we’ve been calling for the last 6 months. The new potential Phase Transition we’ve been calling out for the last 2-3 weeks is in US rates. “Have Rates Peaked?” will be reviewed in our Q3 Macro Themes Call. |
