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Editor's Note: Below is a brief excerpt from today's Early Look written by Senior Macro analyst Darius Dale. Click here to learn more.

Any investor looking to “survive” 2H18E should be proactively preparing their portfolio for #Quad4, both domestically and globally, at the margins. For those of you who are relatively new to our work, #Quad4 is the GIP Model quadrant whereby growth and inflation are decelerating, concomitantly, on a trending basis. It’s also the quadrant where Mr. Market tattoos investors who enter #Quad4 too long of pro-cyclical exposures.

CHART OF THE DAY: Are You Prepared for #Quad4? - Chart of the Day

CHART OF THE DAY: Are You Prepared for #Quad4? - early look