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the  forest  for  the  trees

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Two things that caught my attention this week 10/28/18

Two things that caught my attention this week, 10/28/18:

        * US economic data broadly weakening, especially leading indicator housing data, as consensus remains 4 more rate hikes by the end of 2019 along with continued USD strength. 

        * Dallas Fed Chair Kaplan made comments Friday about IOER which caught our attention as CS’ Zoltan Poszar put out a report in August arguing that US deficit crowding out of US money markets manifested in IOER/Fed Funds movements would force the Fed to stop QE Taper by year-end 2018. 

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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Two things that caught my attention this week 10/21/18

Two things that caught my attention this week, 10/21/18 from Luke Gromen on Vimeo.

  • Rules Based Global Order appears to be breaking down, this has far-ranging implications for FX, rates, & risk markets.
  • Housing is beginning to soften notably – makes me wonder if GS’ “5 more rate hikes by 2019” call is this cycle’s version of “$200 oil” call from 2008

 FFTT,LLC will be offering a two hour virtual event with in November.  Check out this link for more information: 

https://www.crowdcast.io/e/fftts-2018-wrap-up-and?rfsn=1587048.d57543

- we are limiting this event to 100 people since I want to be able to answer as many questions live after my presentation as possible.

 

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Two things that caught my attention this week 10/14/18

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Two things that caught my attention this week, 10/14/18:

 * Seems as if news feed narratives are “All negative on China, all the time.”  Such unanimity always makes us pause & wonder “what else could happen?”

* Op-ed in Saudi’s state newspaper threatened to price oil in CNY, among other threats levied if the US sanctions Saudi over the death of journalist Jamal Khashoggi. 

 

Luke will be hosting a virtual 2-hour event in November for 100 people, to stay updated with details, please join our mailing list (since they will get the first choice to join!) at fftt-llc.com.

 

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Two things that caught my attention this week 10/7/18

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Two things that caught my attention this week, 10/7/18: 

  • Few watching UST auctions as context for the USD “shortage”.

  • Why physical gold demand may be a governor on CNY/USD depreciation.

In this video we mention our weekly research report, FFTT Tree Rings.  If you are enjoying my Twitter feed and want to up level your understanding of events (for under $10/month), please visit https://fftt-llc.com/index.php/subscribe-to-fftt/treerings for information on subscribing to FFTT Tree Rings.

 

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Contact Information

Luke Gromen, CFA
Forest for the Trees

For more information on subscribing to our research or other questions, please contact our team at info@fftt-llc.com or call 440.732.0764.