McCullough: Corporate Credit Is Breaking

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In this clip from The Macro Show on 5/16/22, Hedgeye CEO Keith McCullough breaks down the deterioration in corporate credit, with spreads continuing to widen as the Fed tightens monetary policy amid #Quad4 economic conditions.

“As earnings conditions continue to deteriorate, credit spreads continue to widen (or break),” McCullough explains.

“We’ve been short High Yield (HYG) and Junk (JNK) the whole way, and shorting more on every single bounce to lower-highs; that’s how you execute on it.”
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Hey, didn't hedgeye used to have free 15-30 minute market analysis segments with Neil Howe and others? What happened to all of that? why the 1 minute clips now?

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As a potential paid subscriber How come I can't get any trade/performance history from your customer service to determine how good you do overall. Response was I have to subscribe first to get the performance history!?! Backwards. Concerning.

walterski