Weekly Video Series

Two things that caught my attention this week 9/16/18

Two things that caught my attention this week 9-16-18 from Luke Gromen on Vimeo.

* With the 10-year anniversary of Lehman, we are struck that once again money is being lent to entities that can’t repay it, but this time, it’s to western sovereign govt’s (who have a printing press, unlike US homeowners in 2008)

* China says they’re considering cutting off certain exports to the US in the latest signal that China is unlikely to “cave in” to the US

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Two things that caught my attention this week 9/10/18

Two things that caught my attention this week 9/10/18 from Luke Gromen on Vimeo.

My thoughts on what is going on in the world this week:

10y UST yields not dropping despite what BBG calls the “longest EM rout since financial crisis” is an indicator of rising systemic stress.
The amount of noise and conflicting noise in the media in the last week about the geopolitics of the USD is a signpost that we are progressing into the mid-to-late innings of trade tensions – system stress is rising here as well.

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