In this morning’s edition of The Macro Show, Hedgeye CEO Keith McCullough gives his reaction to today’s CPI print.
“Powell now has the weaponry to say ‘there’s no inflation,’ so he’s going to let the market and economy run hot,” says McCullough, as he discusses how markets will react, and how Hedgeye Nation should navigate these updates by utilizing the Quads.
“When the Rate of Change is all going the same for growth, inflation, profits, and policy (the GIP with an extra P), and the Fed says ‘game on,’ well now we have another OODA loop to trade.”
