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the  forest  for  the  trees

 

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Two things that caught my attention this week, 6/2/19:

   

1. We’re not sure if US or China has more leverage, but China likely has better hand than conventional wisdom believes; watch oil.

2. Wall Street now seeing multiple rate cuts in 2019; sharp reversal in expectations from earlier this year, being driven by stress in US money market plumbing more than US economy (at this point.)

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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