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the  forest  for  the  trees

 

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Two things that caught my attention this week, 3/25/19:

  1. As a matter of national security, China cannot accept a trade deal that leads to a higher CNY v. USD unless that deal allows China to import key commodities (esp energy) in their own currency. There likely won't be a trade deal unless this is agreed to.
  2. Samuel Rines: The Fed's decision on the balance sheet basically means QE-lite is coming in 2020.

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Luke Gromen, CFA
Forest for the Trees

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