MACRO

Could Crashing Oil Keep U.S. In Quad 4 Longer?

While many “Macro Tourists” fruitlessly search for the next bullish catalyst, a surprise bearish catalyst could be coming down the pike instead.

A viewer question on a recent edition of The Macro Show got Hedgeye CEO Keith McCullough’s attention by posing this thought:

If oil prices continue to crash, could it keep the U.S. economy in Quad 4 (growth and inflation slowing) even longer than Hedgeye is currently forecasting through Q1 of 2019?

Watch the clip above for McCullough's answer.

Could Crashing Oil Keep U.S. In Quad 4 Longer? - early look

Latest Macro Insights
07/16/25 07:34 AM EDT

Cartoon of the Day

07/16/25 07:34 AM EDT

CHART OF THE DAY: Did the 10yr Yield Just Make a Lower High?

07/15/25 07:53 AM EDT

Cartoon of the Day

View More Macro Insights
07/15/25 07:31 AM EDT

CHART OF THE DAY: Implied Vol Explodes: Panic-Puts Now Historically Expensive

07/14/25 02:56 PM EDT

McCullough: "Inflation Should Be Your #1 Bet"

07/14/25 11:45 AM EDT

Macro Monday: The River Runs Hot — Rates, Inflation & Europe

View More Macro Insights
Trending

Macro Monday: The River Runs Hot — Rates, Inflation & Europe

FLASHBACK: Real-Time Alerts NAILS $MP

Macro Monday: Interest Rates, S&P Resilience & Volatility — Navigating the Post Jobs Report Setup

GEOPOLITICS | McCausland: THE FUTURE OF U.S.-INDIA RELATIONS: ALLIES BY INTEREST, NOT BY DESIGN

CHART OF THE DAY: Long INFLATION Accelerating
Market Insights

Beware of the Trade Deal Mirage

CHART OF THE DAY: Did You Buy Treasuries?

The Macro Show Highlights: Reality - Xi-Trump Talks Don't Change Quad 4

The Eurozone Banks’ Trillion Timebomb

Cartoon of the Day: In The Ring
You're Leaving Hedgeye Risk Management...

By selecting this link, you are now leaving the Hedgeye Risk Management (“HRM”) website. The following website contains information concerning investment products managed by Hedgeye Asset Management (“HAM”), an affiliate of HRM, or a firm partnering with HAM, and is subject to HAM’s Privacy Policy. As a separate legal entity, all HAM asset management services are made independently by portfolio managers at HAM and, as such, funds may vary from HRM research.

HRM is not responsible for the accuracy or completeness of information on external websites. HRM does not make any representation regarding the advisability of investing in any investment product or any particular investment advisory. Any opinions or recommendations from linked websites are solely those of our affiliate and are not the opinions or recommendations of HRM.

HRM DOES NOT PROVIDE PERSONALIZED INVESTMENT ADVICE OR ENGAGE IN ANY ASSET MANAGEMENT SERVICE. LASTLY, THIS LINK IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT, OR THE SOLICITATION OF ANY ADVISORY SERVICES.

CONTINUE TO HEDGEYE ASSET MANAGEMENT

Thank You! Your request has been received.

You have been added to our Market Brief.

By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails. All hedgeye products and services are subject to Hedgeye's Terms of Service available at www.hedgeye.com//terms_of_service

Thank You!

Your request has been received.

CONGRATULATIONS

You're well on your way to becoming a better investor.

Check your email & get started today!