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The investing insights below are from a recent discussion between Hedgeye Senior Macro analyst Darius Dale and Director of Research Daryl Jones with critical charts added for additional context.
Dale and Jones discuss the sectors and style factors driving U.S. equities to all-time highs and why this is typical as it relates to the U.S. economy's late cycle dynamics and the Federal Reserve's current policy agenda.
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Darius Dale (Senior Macro Analyst): Lastly, I want to talk about Housing (ITB). The ITB bucked the trend yesterday, and was down