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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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Two things that caught my attention this week 9/30/18

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Two things that caught my attention this week, 9/30/18:

  • China September factory growth grinds to a halt as export orders tumble: Caixin PMI.

  • Fascinating: Dalio & Druckenmiller warn of debt & deficits in the 2 weeks prior to the 2nd ever MMT Conf convenes in NYC, where they are effectively discussing how deficits don’t matter.

In this video we mention our weekly research report, FFTT Tree Rings.  If you are enjoying these weekly videos and want to up level your understanding of events, please visit https://fftt-llc.com/index.php/subscribe-to-fftt/treerings for information and to subscribe to FFTT Tree Rings or join our mailing list at www.fftt-llc.com.

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Luke Gromen, CFA
Forest for the Trees

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