the  forest  for  the  trees

Two things that caught my attention this week, 11/25/18:

  1. More high-profile market participants are beginning to notice that USTs are not acting like they “should” in equity market weakness; why they likely will continue acting poorly.
  2. Atlanta Fed reduced 4q GDP outlook to 2.5%; given higher rates & 105% of GDP US Federal debt, US economic weakness would present historically-unique problems

Stay connected by joining our weekly newsletter (and download one of our most popular reports) over on the right hand side of this page.

Comments powered by CComment

Contact Information

Luke Gromen, CFA
Forest for the Trees

For more information on subscribing to our research or other questions, please contact our team at info@fftt-llc.com or call 440.732.0764.