CHART OF THE DAY: US and Chinese Economies Will Be In #Quad4 in Q2 of 2020

01/31/20 07:27AM EST

Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.

CHART OF THE DAY: US and Chinese Economies Will Be In #Quad4 in Q2 of 2020 - 11.19.2018 Quad 4 cartoon 1

If the Dollar isn’t going down:

A) Commodities aren’t going back up like they did in December
B) Our 6-month #InflationAccelerating call is over
C) Long-term Bond Yields are going down, faster
D) The Yield Curve is going to re-invert
E) Repo market US Dollar shortages will continue
F) China’s leverage & liquidity problem (in USD denominated debt) continues

And… to summarize what could be G through Z… both the US and Chinese economies will be in #Quad4 in Q2 of 2020.

CHART OF THE DAY: US and Chinese Economies Will Be In #Quad4 in Q2 of 2020 - Chart of the Day

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.