• LAST CALL! HEDGEYE’S CYBER MONDAY SPECIAL EVENT

    OUR BEST DEAL ALL YEAR JUST GOT BETTER

    SAVE AN ADDITIONAL $100 OFF OUR ELITE PASS

Below is a brief excerpt transcribed from Monday's edition of The Macro Show hosted by Hedgeye CEO Keith McCullough

McCullough: Is The Market Front-Running #Quad2? - 11 16 2020 1 06 26 PM

Lets talk about the rip roaring fun in Asia!

It seems we have these off the charts days in Japan regularly now. The Nikkei was up another 2% last night. The Nikkei is now up 7% in a month.

McCullough: Is The Market Front-Running #Quad2? - 11 16 2020 1 12 13 PM

That is awesome. Moreover, you can see Dr. Kospi was up 2% this morning. That’s right around where it was in 1Q18.

McCullough: Is The Market Front-Running #Quad2? - 11 16 2020 1 11 06 PM

China was also up 1.1% and Taiwan (which we are also long) was also up 2.1%.

So everyone is a winner in Asia! Remember, the down U.S. Dollar is a great way to express those bets.

What the market is trying to get is #Quad2 for 2021, both locally and globally.

Don’t forget that the market front runs the quads. You can see that in our Chart of the Day.