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A number of viewers had a similar question for Hedgeye CEO Keith McCullough on The Macro Show Wednesday morning.

The gist of it was this:

Has anything changed on the margin? We’re walking the knife’s edge between Quad 3 and Quad 4 in the outlook. Has that shifted at all over the past few days?

Here’s a portion of Keith's response:

“Yeah—it’s gotten worse. That’s actually the thing that shocked [one institutional investor] who runs about $15 billion. He said, ‘There’s got to be something that’s surprised you in the last couple weeks.’

And I was like, ‘Yeah—the data has been worse than I thought it would be!”


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McCullough: Biggest Recent Surprise? The Data Is Actually Worse - the macro show