Two things that caught my attention this week, 10/21/18 from Luke Gromen on Vimeo.
- Rules Based Global Order appears to be breaking down, this has far-ranging implications for FX, rates, & risk markets.
- Housing is beginning to soften notably – makes me wonder if GS’ “5 more rate hikes by 2019” call is this cycle’s version of “$200 oil” call from 2008
FFTT,LLC will be offering a two hour virtual event with in November. Check out this link for more information:
https://www.crowdcast.io/e/fftts-2018-wrap-up-and?rfsn=1587048.d57543
- we are limiting this event to 100 people since I want to be able to answer as many questions live after my presentation as possible.
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