Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings.  They further discuss the global divergence reiterated and the prognostications vs the reality of the markets.
They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings.  They further discuss the global divergence reiterated and the prognostications vs the reality of the markets.
They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

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Darius Dale: Hedgeye turn BEARISH U.S. Growth

Darius Dale: Hedgeye turn BEARISH U.S. Growth