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Two things that caught my attention this week 5/19/19

 

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Two things that caught my attention this week, 5/19/19:

   

* Fed officials begin crafting a narrative that will allow them to expand their balance sheet with stocks at all-time highs & unemployment at 60-year low

* Tone of “serious people” regarding China, trade war is changing.  Blankfein tweeting about merits of tariffs, Friedman agreeing w/Bannon on CNBC.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

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Two things that caught my attention this week 5/5/19

 

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Two things that caught my attention this week, 5/5/19:

  

  • Trump says tariffs on $200 billion of Chinese goods will increase to 25%, blames slow progress in trade talks – de-globalization terrible for pretty much anything but USD, USTs, & maybe gold…

 

  • Bloomberg & FT both featuring articles this week on Central Bank gold buying up 68% y/y in 1Q19.  Big non-sequitur to prevailing USD shortage to see foreign CB’s selling USDs to buy gold. 

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

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Two things that caught my attention this week 4/28/19

 

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Two things that caught my attention this week, 4/28/19:

  

  • “Japan’s giant life insurers part ways on USD strategy - High hedging costs prompt some to eschew protection & others to avoid US government debt.” - FT
  • USD breakout above 98 on DXY – our thoughts.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

 

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Two things that caught my attention this week 4/22/19

 

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Two things that caught my attention this week, 4/22/19:

  

  • “Japan's Aso to travel to U.S. April 25 for meeting with Mnuchin: source”-RTRS: FFTT - More currency discussions?

 

  • “Foreign investors are increasingly buying US bonds unhedged, raising concerns of widespread losses if the dollar weakens” -FT: Potential implications.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

 

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Luke Gromen, CFA
Forest for the Trees

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