Macro Monday: Inflation is Back, and Consensus is Catching Up

Week of 12/16/2024: Risks & Opportunities

Dear Investor,

Last week was a wake-up call for many investors.

Inflation is re-accelerating, and the markets had no choice but to face it. If you've been following Hedgeye, you knew this was coming. Now, it's time to adjust.

Prepare for the week ahead with today's Macro Monday, focused on the big market trends that impact your portfolio.

READ TODAY'S MACRO MONDAY

📈 Inside today's Macro Monday:

Key Bullish Trends: High-Yield, Bitcoin, & Small Cap Stocks
Buying Opportunities: Sectors and Assets We're Forecasting to Make Money in the Months Ahead
The Big Picture: Inflation is Re-Accelerating, Bond Yields on the Rise

And much more.

READ MACRO MONDAY NOW

Stay ahead of the market and get started with Hedgeye's process today!

To Your Success,

The Hedgeye Team

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The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, covering Macro, Financials, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Energy, Cannabis, Global Technology, Software, REITS, Industrials, Communications, Consumer Staples, Housing, Materials, Demography and Washington policy analysis, including Macro, Telecom & Media, and Healthcare.

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