the  forest  for  the  trees

Two things that caught my attention this week, 10/28/18:

        * US economic data broadly weakening, especially leading indicator housing data, as consensus remains 4 more rate hikes by the end of 2019 along with continued USD strength. 

        * Dallas Fed Chair Kaplan made comments Friday about IOER which caught our attention as CS’ Zoltan Poszar put out a report in August arguing that US deficit crowding out of US money markets manifested in IOER/Fed Funds movements would force the Fed to stop QE Taper by year-end 2018. 

As discussed in this video, Registration is OPEN for the “FFTT 2018 Wrap up”, a 2 hour virtual event.  Seats are limited. $97 per person. 

Visit https://bit.ly/2RfrjWb to register and reserve your seat.  We will hold a presentation with a slide deck and will take as much Q&A as time will allow! See you there!

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Contact Information

Luke Gromen, CFA
Forest for the Trees

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