• Global ‘Black Hole’ Risk Rising: A Discussion With Danielle DiMartino Booth

    Former Fed advisor Danielle DiMartino Booth discusses key economic developments and the outlook for Fed rate cuts with Hedgeye CEO Keith McCullough.

Cartoon of the Day: Craters - 09.05.2018 EM craters cartoon

Below is a note from Hedgeye CEO Keith McCullough to customers this morning:

#GlobalDivergences continue to manifest as the “globally synchronized recovery” consensus peaked in JAN…

Meanwhile, Macro Tourists having a tougher time blaming everything on “trade wars” when major EM components like Brazil implode on their own economic cycles (Brazilian stocks -15% in the last 3 months and 10yr yield up again this am to +12.51%); Indonesia’s stock market smoked for a -3.7% loss overnight; Chinese stocks still in #crash mode, -1.7% overnight and -24% since JAN

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Cartoon of the Day: Craters - cartoon of the day