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Keith McCullough: 2Q 2026 macro themes focus on flation and stag-on-a-lag

Keith McCullough: 2Q 2026 macro themes focus on flation and stag-on-a-lag
Flation and stag-on-a-lag macro themes

Keith McCullough, founder and CEO at Hedgeye Risk Management, released an update on macroeconomic themes for the second quarter of 2026.

He highlighted 'flation now' and 'stag-on-a-lag' as the central topics driving his outlook.

In earlier commentary, McCullough pointed to an estimated \$251 billion in forced 401(k) flows as a major factor behind recent market moves. He has also highlighted the top five ETFs tracked in Hedgeye’s ETF Pro and Portfolio Solutions. These updates add context to his second-quarter themes.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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