One of the big stories on Bloomberg this morning is China’s Cooling Economy Spells Trouble Ahead for Global Growth. Talk about being a day late and a dollar short!
As subscribers to Hedgeye already know, our macro analyst team was well ahead of the Consensus Curve on these critical economic developments.
In fact:
- We issued our call on #ChinaSlowing on June 30, 2017
- We issued our call on Global #Divergences on October 5, 2017
In other words, our non-consensus analysts were over 9 months ahead of Wall Street consensus!
Below are a couple videos explaining our recent thoughts and investing implications on these important developments.
THE RIPPLE EFFECTS OF CHINA’S SLOWDOWN
We have been warning about #ChinaSlowing for some time now. With the world’s second-largest economy beginning to slow, it was bound to adversely affect markets in its orbit. https://www.youtube.com/watch?v=LUq9dH1_j2M
#EUROPESLOWING IS ‘JUST GETTING STARTED’
There’s plenty of data to support that the problems in Europe are just getting started. Central planning and bailouts won’t change anything. “These guys aren’t going to save us every day from economic gravity,” Hedgeye CEO Keith McCullough says in the above clip. “This isn’t over yet. This is just getting started.” https://www.youtube.com/watch?v=LhlwQb3KAow
