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the  forest  for  the  trees

 

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Two things that caught my attention this week, 4/14/19:

  

  • We had been speculating US/China deal had a currency component, last week Treasury Sec. Mnuchin openly confirmed it…as most macro traders long USD
  • The Saudi energy ministry issues a statement denying that it had threatened to drop oil pricing in US dollars – our thoughts.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

 

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Luke Gromen, CFA
Forest for the Trees

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