The "Queen Mary" of Macro Trends: Rising Rates

FORTUNE -- Every quarter, our team here at Hedgeye gets together and boils down the turmoil in global macro markets to three neat and tidy themes for our clients. But, in the spirit of Gary Keller's new, thought-provoking book, The ONE Thing, I'm going to employ a little alchemy and distill our team's latest macro toil down to one key theme: rising rates.