• Get 30-Days Free → “The Macro Show” With CEO Keith McCullough

    Turn off the CNBC nonsense. Proactively prepare your portfolio. Get 30-days free access to The Macro Show —no credit card, no strings attached. The smartest market TV available.

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. 

China “deal” or not, a pervasively #StrongDollar is what you get when you have both US and Global #GrowthSlowing. This will continue to be a major headwind for SP500 profits in the coming quarters. USD has been Bullish TREND @Hedgeye since APR 2018.

Not to ask obvious questions when consensus is chasing the same catalyst, but we’re going to have to see a heck of a reversal in Global Demand (GDP Growth) to confirm some of these short-term market moves.

CHART OF THE DAY: What's The Catalyst to Stop Global #GrowthSlowing? - Chart of the Day 2 25 19

CHART OF THE DAY: What's The Catalyst to Stop Global #GrowthSlowing? - early look