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the  forest  for  the  trees

Weekly Video Series

Two things that caught my attention this week 11/25/18

Two things that caught my attention this week, 11/25/18:

  1. More high-profile market participants are beginning to notice that USTs are not acting like they “should” in equity market weakness; why they likely will continue acting poorly.
  2. Atlanta Fed reduced 4q GDP outlook to 2.5%; given higher rates & 105% of GDP US Federal debt, US economic weakness would present historically-unique problems

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Two things that caught my attention this week 11/18/18

Two things that caught my attention this week, 11/18/18:

  • Fed finally openly talking about US economic slowing may be an important turning point.
  • The narrative in the media is shifting regarding geopolitical dynamics – Saudi vilified, more countries interested in Russian S-400s, US execs becoming China skeptics.

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Two things that caught my attention this week 11/11/18

 

Two things that caught my attention this week, 11/11/18:

  • 2 of 3 UST auctions last week were either the lowest or 2nd lowest bid-to-cover since depths of Great Financial Crisis. This is a sign of USD liquidity stress that if it persists will likely begin setting off alarm bells at the Fed soon.
  • For centuries, the global currency system was based on “good for goods” trade; for the last 47 years, it’s been based on “goods for IOU’s” trade – the US wants to keep both systems but must choose one or the other.

 

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https://bit.ly/2RfrjWb to register and reserve your seat.  We will hold a presentation with a slide deck and will take as much Q&A as time will allow! See you there!

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Two things that caught my attention this week 11/4/18

       

Two things that caught my attention this week, 11/4/18:

  • Thoughts on the Steve Bannon interview with Kyle Bass on Real Vision.
  • Another big issuance week for UST’s.

As discussed in this video, Registration is OPEN for the “FFTT 2018 Wrap up”, a 2 hour virtual event.  Seats are limited. $97 per person. 

Visit https://bit.ly/2RfrjWb to register and reserve your seat.  We will hold a presentation with a slide deck and will take as much Q&A as time will allow! See you there!

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Contact Information

Luke Gromen, CFA
Forest for the Trees

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