Editor's Note: Below is a chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to get it.
Our Growth/Inflation/Policy Model – or “GIP Model” for short – is specifically designed to contextualize financial market returns through the lens of an exhaustive set of regimes born out of the two most important top-down factors to solve for as capital allocators: economic growth and inflation – each principal components in their own right.
