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Two things that caught my attention this week 1/21/19

 

Two things that caught my attention this week, 1/21/19:

  • Schlumberger recently noted they expect US shale drilling to be flat to down in 2019; if so, this will likely pose a noticeable headwind to US industrial activity
  • Recent economic warnings from Harald Malmgren caught our attention; why we think you should take note of them as well.

Hope that you enjoyed the long weekend!  My new book, The Mr. X Interviews Vol. I is available here:  https://amzn.to/2V64pDb.  Stay connected by joining our weekly newsletter at www.fftt-llc.com.

 

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Two things that caught my attention this week 1/13/19

 

Two things that caught my attention this week, 1/13/19:

  • Per BAML, German stocks relative to US stocks are trading at 50 year lows - my thoughts on the potential implications
  • News that Russia swapped $100B fr USDs into EUR, CNY is a big non-sequitur to some that suggested that Russian UST sales were merely re-classification from one jurisdiction to another. 

 Featured in this video is my new book, The Mr. X Interviews Vol. I, which is available here:  https://amzn.to/2V64pDb.  Stay connected by joining our weekly newsletter at www.fftt-llc.com.

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Two things that caught my attention this week 12/16/18

Two things that caught my attention this week, 12/16/18:

  1. Big week – Fed meeting.  In our view, Fed’s choice = lose a little credibility now (by backing off hike)s, or lose a lot of credibility in 1q19 (by potentially being forced to take more drastic action.) 
  2. Most pronounced HY market issuance drought in 10 years yet another important signal that the economy is slowing down rapidly – will the Fed heed the message this week? 

 Stay connected by joining our weekly newsletter (and download one of our most popular reports) at www.fftt-llc.com.

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Luke Gromen, CFA
Forest for the Trees

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