Editor's Note: Below is excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more about the Early Look.
|
As you can see in today’s Chart of The Day, our European Slower-For-Longer Inflation outlook (combined with the same view we have for Japan) is the Sword of Damocles over long-term Global Interest Rates. But who wants to talk about the long-term? For real? When most Macro Touristsare jumping from headline-to-headline instead of from intermediate-to-long-term economic time-series to time-series of data that has been highly predictive for the past decade? |
