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

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

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by CEO Keith McCullough. Click here to learn more about the Early Look.

CHART OF THE DAY: If You Get Growth + Inflation Right... - zxx

When we measure and map the rates of change in:

  1. The GDP Cycle
  2. The Inflation Cycle …
  3. The Ensuing Earnings Cycle 

We never make static assumptions. To the contrary, in order to reveal self-similar sets (accelerations and decelerations in the data), we’re constantly measuring and mapping with the humility that we don’t know what we don’t know… until we know.

Cycle data (like the ROC data during Earnings Season) wiggles and squiggles in the short-term and has a central tendency to find a @Hedgeye cyclical TREND in the intermediate-term. 

CHART OF THE DAY: If You Get Growth + Inflation Right... - Get the Growth and Inflation Cycles Right...