McCullough: What's Behind The #Quad4 Market Hurricane

10/24/18 03:03PM EDT

https://youtu.be/mIHsZE4RwxQ

We have been warning investors

...about #Quad4 In Q4 since releasing our 4Q 2018 Macro Themes on September 28th.

But what exactly is Quad 4?

It simply means that growth and inflation slow in rate-of-change terms. With two straight weeks of declines in major U.S. stock market indices, Quad 4 has officially arrived.

In this clip from our 4Q 2018 Macro Themes, Hedgeye CEO Keith McCullough explains exactly why the U.S. economy is heading towards that Quad 4 hurricane.

“Dig into these components and understand how unbelievably good the numbers got versus how bad they were looking backwards,” McCullough explains.“That is why we’ve had such an acceleration: you have to have a very red situation to compare against.”

Watch full clip above for more

McCullough: What's Behind The #Quad4 Market Hurricane - the macro show

© 2019 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.