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Below is a brief excerpt from today's Early Look written by Hedgeye Macro analyst Christian Drake.

Our Top 3 Themes for 1Q20  - CoD 1Q20 Themes Tease

I’m purposefully dancing around some of the explicit investing and allocation implications of a $USD phase transition so as not to give away the thunder ahead of our 1Q20 Macro Themes call this morning so that broader (metaphorical) framework for contextualizing the dollars role within a complex market system will have to satisfice for now.   

Institutional investors will be joining us at 11am this morning for the Macro Themes call. FYI – Our Quarterly Investment Outlook for individual investors will be published in the next 24 hours. Reach out to Customer Service Director Matt Moran, mmoran@hedgeye.com, for more information.  

Here are the Top 3 Themes for 1Q20:  

  • Quad 3 Stagflation
  • Down Dollar
  • Earnings Slowing, Again