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Two things that caught my attention this week 8/11/19

 

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Two things that caught my attention this week, 8/11/19:

  

  • JPM, BAC both calling for QE before end of year – as we noted, effectively to finance US govt deficits
  • Why Is The Euro Rallying On Risk-Off?

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Two things that caught my attention this week 7/14/19

 

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Two things that caught my attention this week, 7/14/19:   

1. A potentially important signpost – “Citi's Willem Buiter thinks that current monetary policy is the ‘land of make believe’”  

2. Many of the academic economists FT refers to as having “created a monster” w/their China/free trade policies are now firmly against Judy Shelton’s policies vis a vis 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 7/1/19

 

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Two things that caught my attention this week, 7/1/19:

   

1. EU Announces Channel To Circumvent SWIFT And Iran Sanctions Is Now Operational.

2. CNY/USD gold contract to be launched in 4q by CME - really odd. Why is CME (a US SIFI) helping internationalize CNY?

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 6/17/19

 

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Two things that caught my attention this week, 6/17/19:

   

1. Effective lower bound v. Zero lower bound - Danielle DiMartino Booth - Think potentially important language change, especially in light of other Fed pronouncements in recent weeks that we have been writing about in our work suggesting Fed’s hand being forced by US money markets.

2. Relatively tame oil price response to Straits of Hormuz incident - function of weak economy?

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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