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Two things that caught my attention this week 4/14/19

 

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Two things that caught my attention this week, 4/14/19:

  

  • We had been speculating US/China deal had a currency component, last week Treasury Sec. Mnuchin openly confirmed it…as most macro traders long USD
  • The Saudi energy ministry issues a statement denying that it had threatened to drop oil pricing in US dollars – our thoughts.

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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Two things that caught my attention this week 4/7/19

 

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Two things that caught my attention this week, 4/7/19:

  • “Saudi Arabia is threatening to sell its oil in currencies other than the dollar if Washington passes a bill exposing OPEC members to U.S. antitrust lawsuits”. 
  • Trump: “Very Monumental” Trade deal may be announced in 4 weeks.

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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Two things that caught my attention this week 3/31/19

 

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Two things that caught my attention this week, 3/31/19:

  

  • The S&P 500 $SPX rallied more than 1.5% in March, while the Russell 2000 (small caps) fell more than -2% over the past 20 years, this divergence only happened one other time: March 2000 - via Troy Bombardia

 

  • Flip side: Asian data beginning to turn - China ISM highest in 5 months, EM Asian financial conditions loosening.

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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Two things that caught my attention this week 3/25/19

 

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In this video, I mention our research product, FFTT Tree Rings. If you enjoy these weekly videos, you will enjoy FFTT Tree Rings, for more information, please visit https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

Two things that caught my attention this week, 3/25/19:

  1. As a matter of national security, China cannot accept a trade deal that leads to a higher CNY v. USD unless that deal allows China to import key commodities (esp energy) in their own currency. There likely won't be a trade deal unless this is agreed to.
  2. Samuel Rines: The Fed's decision on the balance sheet basically means QE-lite is coming in 2020.

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Luke Gromen, CFA
Forest for the Trees

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