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

Is the next US economic growth #acceleration and bull market going to be born out of a bunch of US government deals? Here’s the latest deal: no government shutdown. Awesome, eh? And didn’t you hear? We’re getting a tremendous China “deal” next! 

The most important thing about all these allegedly phenomenally excellent deals is that they have to compare against The Cycle.

You know, the record 9 straight quarters of US economic growth accelerating (ended SEP of 2018), Germany in the 94th percentile of historical GDP readings since WWII, and the biggest monetary stimulus in the history of China (2016-2017)…

CHART OF THE DAY: It's All About The Cycle (Not Government Deals) - Chart of the Day