the  forest  for  the  trees


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Two things that caught my attention this week, 3/18/19:

  • Highlight of MUST READ FT Alphaville article that examines USD's reserve structure post-1980 through "Dutch disease" lens & hits the nail on the head. This article gets at why I keep saying that unless the USD's reserve structure is changed, the US will lose the trade war.
  • Bill Dudley Says Fed Hikes "May Be Back In Play" As Soon As The Second Half – if stock market rally continues, that is quite possible.

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Contact Information

Luke Gromen, CFA
Forest for the Trees

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