the  forest  for  the  trees

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: 


- 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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Luke Gromen, CFA
Forest for the Trees

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